Bellevue Perspectives

Randy's Market Recap

Friends and Clients, Positive News on Vaccine Candidates and a Re-Opening of the U.S. Economy Excites the Bulls   Another crazy week for the United States financial markets as investors absorbed more news related to movement on a vaccine to treat the COVID-19 virus. The Dow Jones Industrial average rallied over 900 points on Monday, after news from Moderna that their Phase I COVID-19 vaccine ...

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Randy's Recap

Randys Weekly Recap – Written April 30th 2020 Another Good Week for the Markets The markets continue to respond favorably to the idea that the United States economy and economies around the globe will begin to reopen.  Investors also are heartened by the earnings reports released this week. Many of the large capitalization companies generated ...

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Randy's Recap - Video

Below is my weekly video recap. If you want a second opinion on your portfolio or your retirement planning we are more than happy to provide one. We want to thank our community and our clients for making introductions to other people who can benefit from our services.  Stay safe and keep your family close during these difficult economic times. Click the link below to watch my latest video. ...

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Monday Minute

Last week ended on a positive note as President Trump outlined a process to reopen the U.S. economy, hopefully putting the 20+ million unemployed back to work.  We also got promising news on a therapeutic drug currently in trials – Remdesivir, which WHO flagged as the most promising for battling COVID-19. To add to the ...

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A First Quarter in Review

Worst First Quarter for the Dow Jones Industrial Average Ever caused by the Global Pandemic and the Drop in Oil prices      The United States stock market took a big one two punch in the first quarter and got significantly knocked to the ground as the United States economy and world economies are ...

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Monday Minute

On Thursday, before the opening bell, the Department of Labor reported that initial jobless claims for the week ending March 21 were an incredible 3.283 million, an increase of 3.001 million from the previous week’s revised level of 282,000 (revised up from 281,000) and more than doubled expectations for 1.5 million claims.  This is the ...

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Stimulus Package

During the increased volatility and market turmoil, we will be providing you with more frequent commentary and guidance related to market and economic developments. We thank you for your continued trust and support during this volatile and challenging time. Please reach out to us directly if you have any questions or if we can help ...

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History Lessons

March 9th was the 11th the anniversary of the Global Financial Crisis ending (2008-2009 bear market ended on 3/9/2009) but the last two weeks have provided a reminder of the volatility and turmoil investors observed in 2008/2009. Yesterday’s decline of -7.6% was the largest single day decline since the Global Financial Crisis and when looking ...

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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.