2020 Q3 Capital Market 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 U.S. and international markets. Read More
at Monday, October 26, 2020
Share |

2020 Q3 Market Update

State of the Markets In the third quarter of 2020, stock markets continued trending upward from the March lows, resulting in positive performance across all major asset classes. As of September 30, the global stock market (MSCI ACWI IMI) was up 8.1% for the quarter, resulting in a YTD increase of 0.5%. The U.S. stock market (Russell 3000) had positive performance of 9.1% for the quarter, resulting in a YTD gain of 5.4%. International developed markets (MSCI World ex USA IMI) rose 5.6% for... Read More
at Monday, October 26, 2020
Share |

MBJ Guest Column: Making the Best of a Bad Situation

The coronavirus pandemic has created unprecedented disruption of the national economy and our daily lives, and we feel deeply for individuals and businesses that are struggling. The health and safety of our clients and community remain our focus, as we move further into the fourth quarter of a crazy year.  The CARES Act and other rules and regulations were passed by the federal government earlier in 2020. Some of the benefits from the law have expired, but others are still relevant.... Read More
at Friday, October 9, 2020
Share |

Jay Healy Recognized as Five Star Wealth Manager by Five Star Professional

Century Wealth Management, a financial advisory firm providing family office and wealth management services, today announced its president and founder, Jay Healy, was selected as a Five Star Wealth Manager by Five Star Professional for the ninth year in a row. Individuals chosen for this award demonstrate a commitment to clients and maintain strong industry credentials, along with meeting 10 objective criteria. "I am honored to be recognized as a Five Star Professional, especially among... Read More
at Tuesday, October 6, 2020
Share |

A Comprehensive Approach to Family Estate Planning

"What are your plans?" Planning is central to adult life – our routes to and from work, our kids' after-school activities, our errands, even our meals. Consider how far ahead you plan – the end of the day, the week or the month? The longest-term plan you can put in place is your estate plan, which can intentionally create a legacy for you and your family.  Have you gone as far as to plan for what will happen when you’re no longer here? If your... Read More
at Tuesday, September 8, 2020
Share |