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Thoughts on the Coronavirus

As the new coronavirus expands across the globe, we want to provide our thoughts on its impact on health, the economy and investments.  Background and Context Coronaviruses are a large group of viruses that cause illness ranging from common colds to severe respiratory diseases. The new coronavirus was identified after a large population in China developed cases of pneumonia in December of 2019. The World Health Organization (WHO) declared the outbreak a Public Health Emergency by the... Read More
at Wednesday, March 4, 2020
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2020 Contribution Limits and Tax Reference

Tax Season is well underway, and the deadline to file 2019 returns and pay any tax owed is Wednesday, April 15. Take a look at our 2020 quick reference for contribution limits and tax reference. Read More
at Thursday, February 20, 2020
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MBJ Guest Column: What Does the $1.4 Trillion Spending Deal Mean for Investors?

To stave off a looming government shutdown, the House and Senate recently reached an agreement on a set of 12 spending bills. The legislation brings forth a series of changes, including raising the age to make tobacco purchases to 21, boosting funding for the census, and stabilizing pensions for miners. Part of the year-end agreement includes the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act. This bill includes significant changes aimed... Read More
at Tuesday, February 18, 2020
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2019 Q4 Market Update

State of the Markets The fourth quarter was strong and 2019 turned out to be a fantastic year for investments. Concerns of geopolitics, trade wars, and pending recessions were all placed on hold as markets reached new highs, several U.S. companies achieved trillion-dollar valuations, and most asset classes ended the year with positive double-digit returns. As of the end of December, the U.S. stock market (Russell 3000) was up 9.1% for the quarter and 31% for the year. International... Read More
at Tuesday, January 28, 2020
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2019 Q4 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 US and International markets. Read More
at Wednesday, January 15, 2020
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