2018 Q1 Capital Markets Review

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
at Wednesday, April 18, 2018
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Tax Cuts and Jobs Act – the Good, the Bad and the Ugly

On December 22nd the Tax Cut and Jobs Act became law and with it significant changes to how businesses and individuals will be taxed beginning in 2018. Usually when a tax bill passes we try to summarize all of the changes but in this case the changes are more than we can address in a single post, so I will address some of the big items and provide resources if you want to dive deeper. This tax reform is far from perfect. There are some good features and some bad ones. Below you will find our... Read More
at Monday, January 8, 2018
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2017 Q4 Capital Markets Review

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
at Monday, January 8, 2018
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Thoughts on Giving Tuesday

With Thanksgiving, Black Friday, and Cyber Monday behind us, welcome to Giving Tuesday! Giving Tuesday is a global movement dedicated to charitable giving and powered by social media. For many, Giving Tuesday marks the beginning of a season of generosity that flourishes through year-end. With that in mind, we want to offer some ideas on ways to give back and how to maximize your charitable intentions. Charity Begins Online Amazon Smile  allows you shop as you normally would... Read More
at Tuesday, November 28, 2017
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Q3 2017 Market Update

State of the Markets The third quarter of 2017 saw significant positive performance in most equity asset classes, leading to significant gains for the year. The U.S. stock market (represented by the S&P 500) had a total return of 4.5 percent for the quarter, resulting in gains of 14.2 percent year to date. International markets achieved even better results with emerging market equities up almost 8 percent for the quarter and 27.8 percent year to date. U.S. small capitalization stocks... Read More
at Thursday, October 19, 2017
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