Bellevue Perspectives

Monday Minute

The markets sold off this morning on the back of a large drop in homebuilder sentiment and a sharp sell-off in the technology sector, including Apple, Nvidia, Paypal, and Square among others.  Within the Dow, Boeing also got hit in part due to Vice President Pence’s comments over the weekend around the US’s stance on ...

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Market Week –A Walk Down Wall Street & Main Street with Randy Williams-Gurian

Second quarter earnings are winding down with technology giants Microsoft, Apple and Google all rolling out strong numbers. Facebook and Netflix both reported results below Wall Street expectations and their respective stocks took a hit. Facebook and Neflix stocks were, in my opinion ahead of themselves. Financial stocks reported surprisingly good numbers when they reported ...

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The 4% Rule

Most financial advisors will recommend the 4% withdrawal rule to their retirement clients, which simply states retirees can take out 4% of their portfolio balance out each year and not run out of money.  This sounds like a simple formula and rule and it is backed by research, but not so fast.  In our experience, ...

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HighTower Bellevue is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

about the authors

Lars Knudsen  

is a Managing Director, Partner at HighTower Bellevue.

Lars founded Triad Wealth Stewardship, now known as HighTower Bellevue, to deliver a personalized, custom approach to financial planning and family wealth stewardship to clients.  He leads the team with over 30 years of experience.   

Dan Stober  

is a Managing Director, Partner at HighTower Bellevue.

Dan brings over two decades of knowledge in equity markets, manager research and selection, as well as portfolio construction to the team.  He values the multi-leveled relationships he shares with clients and partners to help them achieve their financial goals.  

Randy Williams-Gurian, CMFC®, CRPC®  

is the Wealth Manager at HighTower Bellevue.

Randy helps drive client success based on four critical elements: estate planning, tax planning, risk management and insurance.  His belief that clients want more from a financial advisor drives him to consult in 401(k) and personal financial plans, creating an integrated & comprehensive approach.

Michael Policar
Michael Policar   is a Wealth Manager at HighTower Bellevue. Michael brings a passion for the financial markets and over 6 years of wealth management experience to the team. For Michael, the combination of a value investing philosophy and continuous studies of behavioral psychology, financial advice was not a career choice, it was a calling.