News & Events

  • Business Leaders Conference: 5 Takeaways

    By
    YorkBridge
    February 13, 2018

    Business Succession Planning & Wealth Transfer for Business Leaders: Carrie Gallaway, CFP®, CeFT Managing Partner | YorkBridge Wealth Partners John Larkin, CPA, ABV, Partner | Markowitz, Fenelon & Bank Melissa Sidor, Esq., Counsel | Campolo, Middleton & McCormick In order to grow and sustain a successful business, you must have a team. Your team can […]

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  • January 2018 – Is it Time to Cash in the Chips?

    By
    YorkBridge Investment Committee
    January 2018

    With an unexpectedly strong US stock market performance in 2017 — the S&P 500 up 19+% and the Dow up even more at 25+% — and the smallest drawdown in 38 years of just 3%, history suggests this year’s returns won’t measure up to last year’s and that volatility will return. Unemployment simmers at 4.1% […]

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  • October 2017 – New Stock Market Highs: How Much Longer Can It Last?

    By
    YorkBridge Investment Committee
    October 2017

    One of the best cyclical bull markets of our time has been one of the least loved, as investors who suffered through the near-collapse of the financial system in 2008 fought through their PTSD to get invested, ready to run to cash at any provocation. As the aged bull climbs deeper into its ninth year, […]

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