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MARKET UPDATE: SECOND QUARTER 2019

MARKET UPDATE: SECOND QUARTER 2019

The world’s major central banks, acknowledging the weak global backdrop, shifted their tone more clearly toward an easing basis.  These factors stoked volatility in global equity markets, while government bond yields dropped further.
10 estate plan pitfalls to avoid

10 estate plan pitfalls to avoid

Review your estate plan regularly to ensure it meets your needs. Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do). It is important, however, to review a plan every so often due to ever-changing tax laws and major life events, such as a birth, marriage, divorce, or death. At a minimum, you should consider dusting off and revisiting your estate plan every 3 to 5 years, to help ensure alignment with current laws.
What’s ahead for stocks?

What’s ahead for stocks?

Key drivers will likely be China's growth and the Fed. Key takeawaysFed policy and the direction of China's economy may prove pivotal to prospects for global growth.US core inflation may remain range-bound, allowing the Fed to be patient holding interest...

MARKET UPDATE SECOND QUARTER 2018

MARKET UPDATE: FOURTH QUARTER 2017

MARKET UPDATE: FOURTH QUARTER 2017 The fourth quarter was another celebration for bulls in a year to be remembered for strong returns and an extraordinary lack of market volatility. Although news on health care, tax reforms, political uncertainty and...

3 resolutions for 2018 if you’re retired

3 resolutions for 2018 if you’re retired

Resolve to manage taxes, invest for the future, and plan for the unexpected. Key takeaways: Manage taxes to help keep more of your money. Review your investment mix. Plan for the unexpected. Now that you're retired, or nearly there, you may find that you need to pay...

MARKET UPDATE SECOND QUARTER 2018

MARKET UPDATE: THIRD QUARTER 2017

MARKET UPDATE: THIRD QUARTER 2017 This was another in a string of profitable quarters for investors. It marks the eighth consecutive quarter of positive returns in the U.S. stock market. Not only were stocks higher in the third quarter, but every major asset class...

MARKET UPDATE SECOND QUARTER 2018

MARKET UPDATE: SECOND QUARTER 2017

MARKET UPDATE: SECOND QUARTER 2017 The first quarter set the tone for the market; the second quarter continued the momentum. The S&P 500 posted its strongest first half of the year since 2013, boosted by solid corporate earnings and investors’ expectations for...

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