2021 Q3 Market Update

State of the Markets The third quarter of 2021 saw a bit of a pause as investors digested concerns about the economy, the rise in COVID cases, potential tax changes, inflation, and supply chain disruption. These concerns resulted in flat performance for the quarter, but since then (as of mid-October), the pause has been lifted and the U.S. stock market (Russell 3000) has revisited all-time highs.  As of September 30, the global stock market (MSCI ACWI IMI) had a negative return of... Read More
at Tuesday, October 26, 2021
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2021 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 25, 2021
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Jay Healy of Century Wealth Management Recognized as Five Star Wealth Manager for 10th Straight Year

Century Wealth Management today announced its president and founder, Jay Healy, was selected as a Five Star Wealth Manager by Five Star Professional for the 10th 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. "It's an honor to be recognized as a Five Star Professional, but this year is even more special," said Healy. "Ten years of continuous... Read More
at Wednesday, October 13, 2021
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American Families Plan Tax Proposal – the Good, the Bad, and the Ugly

President Biden has been talking about increasing taxes for wealthy Americans since he started running for office. He formally released his proposed changes as part of the American Families Plan in April of this year. As often happens in the U.S. legislation process, there were lots of negotiations and compromises behind the scenes. The Ways and Means Committee recently released their votable version of a 645-page bill , which has significant changes from President Biden’s original... Read More
at Friday, September 17, 2021
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2021 Q2 Market Update

State of the Markets Positive momentum continued in the second quarter of 2021, resulting in very attractive returns for the first half of the year.  As of June 30, the global stock market (MSCI ACWI IMI) was up 7.2% for the quarter and 12.7% YTD. The U.S. stock market (Russell 3000) had positive performance of 8.2% in the quarter, bringing YTD returns to 15.1%. International developed markets (MSCI World ex USA IMI) rose 5.5% for the quarter, increasing YTD returns to 9.9%. Emerging... Read More
at Monday, July 19, 2021
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