Blog

As the 1st quarter of 2017 comes to an end, spring time is upon us and the US Economy enters a time of uncertainty. As Mark Twain once said, October is one of the peculiarly dangerous months to speculate in stocks. The others are July,...

It certainly has been interesting to follow the news flow coming out of Washington these past few months! Hopes of tax reform and infrastructure stimulus now seem to be more of a discussion for 2018 and beyond. Although the stock...

Recently we have received a number of calls from our clients concerned about the Equifax security breach and how that might affect their accounts with us and custodied at TD Ameritrade. We have enclosed a print-out of information from...

Can you believe yet another year has come to an end? Meanwhile, the news flow from Washington has been non-stop. Even though the Democrats and Republicans can't seem to find common ground, the Republicans, by holding a majority, have...

Dear Client, As the first quarter of 2018 ends, once again there is no shortage of news headlines sending shock waves through the stock market. There is an ongoing investigation into Russian Meddling in the 2016 Presidential Election...

Recently I was invited to attend an "Elite Advisor Summit" that TO Ameritrade holds annually for a select number of Advisors who are an integral part of their own thriving advisory firm. It was a unique opportunity to meet and talk...

It may be hard to believe, but we are now 9 years removed from the depths of the worst financial crisis since the 1930’s! According to S&P Dow Jones Indices, it’s official - this U.S. “bull market” has become...

At this time of the year we tend to reflect on the year past and wonder what the prospects are for the year ahead. At Pearson Financial Services, 2018 saw continued growth of our business, enhanced by many referrals from our existing...

As 2018 came to a dismal end, we entered 2019 with a bit more optimism. At the close of the 1st quarter of 2019, the stock market has bounced back, not too far from all-time highs. All three of the major US market benchmarks have...

Recently I attended this year’s TD Ameritrade Elite Advisors’ Conference in California. It was a great opportunity to speak with other Advisors from all over the country who are facing the same challenges as we are; helping...

We would like to lead off this 3rd quarter summary letter by thanking everyone who attended our Client Appreciation evenings at the Bosari Gallery. The primary goal of Pearson Financial Services has always been our clients’...

Bryan Bastoni joined our firm in 1999. After graduating with a Bachelors Degree from Curry College, with a concentration in finance, he obtained all the appropriate securities licenses and went on to become a CERTIFIED FINANCIAL...