5 Financial Moves to Consider Before the New Year

5 Financial Moves to Consider Before the New Year With the end of the year rapidly approaching, finding time for a thorough year-end inventory of your finances may be difficult. However, putting it off until after the New Year could cost you. Here we have compiled a list of several strategies that will help you realize hard-dollar savings on next year’s tax liability and prepare you for financial success in 2019. 1) Maximizing Contributions to Tax-Advantaged Retirement Accounts... Read More
at Wednesday, December 12, 2018

Q3 2018 Market Update

State of the Markets After peaking in late January, the U.S. stock market experienced a tough first quarter but has been on a slow and steady upward trajectory through the close of the third quarter. The Russell 3000, a good representation of the entire U.S. stock market, closed at an all-time high in late September. Our economy is doing well. Unemployment is at record lows. Tax cuts have increased corporate profits, capital spending, and shareholder yield (the combination of dividends and... Read More
at Friday, October 12, 2018

2018 Q3 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 Friday, October 12, 2018

Q2 2018 Market Update

State of the Markets Welcome to the 2nd half of 2018. While the first quarter was volatile but resulted in relatively flat returns, the second quarter has seen some divergence across asset class performance. U.S equities are positive for the quarter and year-to-date. International and Emerging Markets have experienced declines related to currency movements and the possible negative affect of tariffs. Despite this divergence of returns across the world, the global equity market represented by... Read More
at Tuesday, July 17, 2018

2018 Q2 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 Tuesday, July 17, 2018