What I Learned from the Kentucky Derby

Always Dreaming No, this isn’t my second-grade teacher’s description of me on my report card, though it’s close. (She actually referred to me as “lazy” and “distracted.”) It’s the name of the thoroughbred that won the Kentucky Derby in early May. Although I didn’t attend the Derby itself, I was lucky enough to visit Churchill Downs, the home of the Kentucky Derby, last fall when I visited my niece, who attends the University of... Read More
at Tuesday, May 23, 2017
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2017 Q1 Market Update

State of the Markets The first quarter of 2017 saw a continuation of the momentum that drove equity market performance last year, leading to positive returns across all of our investable asset classes. The U.S. stock market delivered a 6% return for the quarter, but better results were achieved by non-U.S. stocks, with Emerging Markets advancing over 11% as of the end of March. The total returns for major asset classes are below. Recent headlines in the press have highlighted big... Read More
at Monday, April 10, 2017
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2017 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 5, 2017 | 0 comments
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2016 IRA Contributions

IRA Contributions for 2016 – There’s still time The first of several tax deadlines (for partnerships and S corporations) passed on March 15 th but there’s still time for individuals to contribute to an IRA for the 2016 tax year. You have until your tax return due date (not including extensions) to contribute up to $5,500 to an IRA for 2016 ($6,500 if you are age 50 by December 31, 2016). For most taxpayers, the contribution deadline for 2016 is April 18, 2017. For... Read More
at Thursday, March 16, 2017
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2017 Tax Calendar

Ben Franklin once wrote “in this world nothing can be said to be certain, except death and taxes.” While death and taxes can both be classified as “certainties,” the first will only occur once, while the second happens every year with consistency. We are not actuaries, so we can’t weigh in on first “certainty,” but we can help manage the various deadlines associates with the second. By early March, you should be receiving most of the tax related... Read More
at Monday, March 6, 2017 | 0 comments
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