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Monday, January 8, 2018
On December 22nd the Tax Cut and Jobs Act became law and with it significant changes to how businesses and individuals will be taxed beginning in 2018. Usually when a tax bill passes we try to summarize all of the changes but in this case the changes are more than we can address in a single post, so I will address some of the big items and provide resources if you want to dive deeper.
This tax reform is far from perfect. There are some good features and some bad ones. Below you will find our...
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at Monday, January 8, 2018
Monday, January 8, 2018
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.
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at Monday, January 8, 2018
Thursday, October 19, 2017
State of the Markets
The third quarter of 2017 saw significant positive performance in most equity asset classes, leading to significant gains for the year.
The U.S. stock market (represented by the S&P 500) had a total return of 4.5 percent for the quarter, resulting in gains of 14.2 percent year to date. International markets achieved even better results with emerging market equities up almost 8 percent for the quarter and 27.8 percent year to date. U.S. small capitalization stocks...
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at Thursday, October 19, 2017
Wednesday, October 18, 2017
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, October 18, 2017