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Friday, November 15, 2019

Dear Client, It’s difficult to remember a time when there has been more bad news…4 terrorist attacks in 4 months; political divisiveness with continued gridlock in Congress; energy prices crashing; China’s economy...

Friday, November 15, 2019

May 16, 2016 Dear Client, For the last few years I had been being successfully treated for a very rare form of appendix cancer. However, recent circumstances have taken a turn for the worse, so I have written this letter to be mailed...

Friday, November 15, 2019

Dear Client: First, we want to thank all of you for the nice cards and kind words that were conveyed to us on the passing of Seth. He was a pioneer in the industry and a true visionary when it came to building this integrated team that...

Friday, November 15, 2019

Dear Client, As the summer winds down and fall fast approaches, we turn our attention to the upcoming presidential election, as it’s sure to add volatility to what has been a relatively quiet period for the stock market. We have...

Friday, November 15, 2019

January 6, 2017 As 2016 comes to an end, we look back at a year that was filled with many ups and downs. On January 20, 2017, we will swear in the nation's 45th president. It's clear that with all of the promises made on the campaign...

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Friday, November 15, 2019

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,...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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...

Friday, November 15, 2019

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’...

Friday, November 15, 2019

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...