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News

Mid-Year Review 2020

Mid-Year Review 2020

Overview The US capital markets rebounded sharply during Q2 as the Federal Reserve and Congress supported risk assets to combat the sharp economic disruption caused by Covid-19 through the implementation of a myriad of programs, including rate cuts, enhanced...

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1st Quarter Review

1st Quarter Review

1st Quarter Review : In the first quarter of 2020, we saw the 11-year bull market come to an end as the spread of COVID-19 wreaked havoc on all the capital markets around the world. Massive swings in asset prices were seen with stock volatility hitting an all-time...

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2019: Year in Review

2019: Year in Review

Markets: The year 2019 was by all measures a great year for investors, although few people predicted the kind of returns that both the stock and bond market produced.  We began the year with the market pundits worrying about trade issues and the possibility of global...

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3rd Quarter 2019 Review

3rd Quarter 2019 Review

Overview With political news dominating the headlines, the U.K. set to “Brexit” in October, and tensions rising in Iran, there appears to be no shortage of external risks for investors both domestic and abroad. Nonetheless, low interest rates, unemployment, and strong...

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2nd Quarter 2019 Review

2nd Quarter 2019 Review

Overview Concerns over a global economic slowdown depicted in recent economic data moved Central Banks to telegraph future easing of monetary policy. As a result, interest rates continued their decline throughout the 2nd quarter. The lower rates have translated to...

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First Quarter 2019 Review

First Quarter 2019 Review

Overview In the first quarter, the bull market celebrated its 10 year anniversary since bottoming out on March 6, 2009. Ten years later, the S&P 500 sits above 2,800, a rise of 2,133 points from the 667 crater seen during the financial crisis. While the 4th...

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2018: Year in Review

2018: Year in Review

Markets in 2018 turned out to be a roller coaster ride of ups and downs, but ultimately finished on a very sour note after a horrible 4th quarter. We began 2018 with optimism, having just come off a tremendous year in 2017 which saw 20%+ equity returns. Many investors...

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Fourth Quarter 2018 Review

Fourth Quarter 2018 Review

Overview In the 4th quarter a second correction for 2018 was experienced as stock market investor concerns grew over whether the U.S. economy reached its peak earnings growth potential. Additionally, continued trade negotiations and uncertainty regarding the Federal...

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Tax-Loss Harvesting

Tax-Loss Harvesting

Don’t miss the opportunity to save on your taxes This time of the year, many people start thinking about year end tax planning. An often-integral part of tax planning involves the potential for tax-loss harvesting in your taxable portfolio. What we are going to...

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Third Quarter 2018 Review

Third Quarter 2018 Review

Market Overview We continue to see back and forth trade posturing between the United States and foreign trading partners and expect this to continue throughout the remainder of 2018. With that being said, the U.S. and Canada reached a deal after a lengthy negotiation....

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Contract with the Stock Market

Contract with the Stock Market

Expertly Riding the Waves of Volatility We have prepared this piece to reiterate what we should all know, understand, and believe if we are going to own stocks in our portfolios.  We look forward to continuing to educate you to help you stay well-informed and continue...

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New Rules for 529 Plans

New Rules for 529 Plans

Easing the burden of paying for education The Tax Cuts and Jobs Act of 2017 will expand the use of 529 Plans to allow savers to accumulate money and pay for education on a tax-free basis. Before we discuss the changes let’s review the basics. A 529 Savings Plan is an...

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Second Quarter 2018 Review

Second Quarter 2018 Review

Market Overview The quarter was marked by a continued rally in the U.S. Dollar sparked by strong U.S. growth and economic data, much to the detriment of emerging market stocks and commodities (with oil being the only exception).  The quarter was roiled by tariff...

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