Tuning Out the Noise
Tuning Out the Noise For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial...
First Quarter 2018 Market Review
First Quarter 2018 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Recent Market Volatility
Recent Market Volatility February 2018 After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors....
Year-End 2017 Market Review
The attached report features world capital market performance for the past year. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international...
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only...
Year-End Planning for Potential Tax Reform
As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning. To work out the differences between the House...
Don’t Miss Open Enrollment
Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website. This year, many locations will...
Third Quarter 2017 Market Review
Third Quarter 2017 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Protecting Your Identity
As the recent Equifax data breach continues to unfold, below are items you can do to help protect yourself: 1. Check to see if you were potentially affected. Equifax has on...
Charitable gifting from your IRA
In late 2015, Congress made permanent a rule that allows certain individuals the ability to make charitable donations directly from their IRA. Named a “qualified charitable distribution” (QCD), individuals who are over age...