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Asset Class Summary: Fourth Quarter 2016
Adding to the excitement created by elevated volatility in the markets, a year-long variation in asset class returns made investors’
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Tax-Loss Harvesting: Using Losses to Reap Benefits
Longfellow famously said, “Into each life some rain must fall.” In the world of investing, we modify that to, “Into
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Market Overview: Fourth Quarter 2016
2016 was a year of surprises and changes for the markets. Investors began the year with fear of a possible
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Economic Overview: Fourth Quarter 2016
What a difference a year can make. As discussed in the 2016 Fourth Quarter Market Overview it was less than
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Six Tips Business Owners Can Use to
When it comes to retirement planning the most common question we hear from clients is, “Are we going to be
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Does Economic Growth Really Drive Equity Returns?
There is plenty of evidence that shows economic growth, or lack thereof, does not actually correlate with equity market returns.
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Election Week Revisited, by the Numbers
Much has been made of the precipitous fall and amazing recovery in the US equity futures markets during the wee
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Asset Class Summary: Third Quarter 2016
In the third quarter, large company equities as measured by the S&P 500 rose by about 3.8%. If our reporting
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Market Overview: Third Quarter 2016
After June’s wild ride from the Brexit vote, the S&P 500 quickly recovered rising nearly 9%. For 43 consecutive trading
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