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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: SECOND QUARTER 2018 After a tenuous first quarter, the global stock markets produced mixed results.  On the winning side: U.S. stocks proved superior to international stocks and emerging markets, small and mid-sized U.S. companies outpaced...

MARKET UPDATE SECOND QUARTER 2018

MARKET UPDATE: THIRD QUARTER 2017

Setting goals and sticking to a plan can help set the tone for a successful year. Key takeaways Resolve to improve your finances in 2018 by setting a manageable number of goals and committing to a plan to achieve them. Stick to your resolution by tracking your...

MARKET UPDATE SECOND QUARTER 2018

MARKET UPDATE: SECOND QUARTER 2017

Talk with your loved ones about transferring assets and protecting your legacy. Key takeaways Talking with family members about plans to protect and transfer assets can help avoid unwelcome surprises after you or your spouse dies. Choosing the appropriate...

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