Q1 2019 Market Update

State of the Markets The first quarter of 2019 saw a significant rebound from the very steep decline investors experienced in the fourth quarter of 2018. While the fears that drove last year’s declines have not fully dissipated, the probabilities of worst-case scenarios have certainly diminished. Investors have accepted the reality that economies around the world are doing fine, the U.S. Federal Reserve is not our enemy, and disruption of the government does not necessarily mean... Read More
at Monday, April 29, 2019
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2019 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 Monday, April 15, 2019
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Managing Your Tax Liability

No Refund + No Payment = You’re Doing Something Right:  Managing Your Tax Liability The Trump administration enacted some major tax laws last year that taxpayers are starting to feel in diminished income tax refunds or higher payments in 2019. Essentially, the Tax Cuts and Jobs Act cut rates for taxpayers of every tax bracket, but also eliminated a great deal of deductions. This meant that most taxpayers had less tax withheld in 2018, slightly inflating their paychecks... Read More
at Wednesday, April 10, 2019
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Benefits of a Health Savings Account

Could a Health Savings Account Be Right for You? Since their inception in 2003, the popularity of Health Savings Accounts (HSAs) has been on the rise. For years it was the lesser known of the tax-advantaged retirement saving options, but more and more Americans are taking advantage of the opportunities HSAs afford to (1) reduce taxable income, (2) pay medical expenses with pre-tax money, and (3) increase savings for retirement. What is a Health Savings Account? Health Savings... Read More
at Tuesday, February 5, 2019
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Q4 2018 Market Update

State of the Market The fourth quarter of 2018 was tough for investors. After edging higher through most of the year, the U.S. stock market did an about-face. The decline started in October, but the biggest impact was in December. As of Christmas Eve we were on track to have the worst December in U.S. stock market history. The last week of the year saw a slight recovery but the U.S. stock market (Russell 3000) ended the year with negative returns of 14.3% for the quarter and 5.2% for the... Read More
at Tuesday, January 29, 2019
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