Second Quarter 2016 Market Review

Second Quarter 2016 Market Review

 Market Overview – Markets move past Brexit! World Capital Markets quickly reversed after a knee-jerk sharp two day sell off from Friday, June 24th to Monday, June 27th in the aftermath of the UK vote to exit the European Union. However, the DJIA average recouped the...
Retirement Planning 2016 – Part 1

Retirement Planning 2016 – Part 1

Retirement Planning Retirement Planning is by far one of the most important areas of financial planning and one that we allocate a good portion of our time and resources to address. We break retirement planning up into two distinct phases: Accumulation Phase...
Taxation of Investment Income

Taxation of Investment Income

Not all investment income is taxed the same. Thanks to the IRS, the tax code regarding your investments is constantly changing, and keeping up with these changes is important to optimize the tax efficiency of your portfolio. Remember, it’s not what you make but what...
Second Quarter 2016 Market Review

First Quarter 2016 Market Review

Market Overview If an investor were to look at just the starting and ending index values for equities, it would show a quiet quarter with equities posting a very modest gain for the 1st quarter. The S&P 500 finished up 0.77% on a price only return basis. Looking...
Second Quarter 2016 Market Review

Fourth Quarter 2015 Market Review

Market Overview During 2015 the US stock market posted its worst overall performance since the financial crisis of 2008. That being said, the DJIA decline of (2.23%) and the S&P 500 decline of (.73%) were modest compared to the 40% decline registered during that...