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Review & Outlook – 1Q 2017

In our previous Review and Outlook we wrote about the promise of President Trump’s first 100 days to be dramatic. For the first 70 days that prediction has certainly been true. The Trump Administration has more executive business experience than any previous incoming administration over the past 50 years and will likely favor policies promoting…

2017 Spring Newsletter

What Your Children In Their 30s And 40s Should Know About Wealth Preservation Are you preparing your beneficiaries for wealth? Trust funds are not always lost to divorce or reckless spending. More often than not, children are simply not educated in wealth preservation. Being a conscientious steward of wealth is a tremendous responsibility. Heirs in their…

Facts You Need to Know About Taxes

Your reference guide to 2017 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits.

2016 Tax Reference Guide

Your Reference Guide to:  2016 Tax Rates, College Savings, Incentive IRA and 401(K) Contributions.

2016 Q2 Equity Market Commentary

The status quo in the market has remained (insert any of the following); Volatile, Unpredictable, Capricious, Explosive, etc… each accurately describing today’s markets.  Market conditions of late have left clients asking “How do you pick stocks in a market like this?”  We thought instead of bemoaning the events top of mind; Brexit, Oil prices, How To Make America…

2016 Q2 Fixed Income Commentary

The second quarter of 2016 has been one for the books. Negative interest rates continued to confuse investors, Puerto Rico defaulted on their constitutionally guaranteed GO debt, US politics continue to provide global amusement… however the UK eclipsed them all with a surprise vote to leave the European Union. The “Brexit” surprised markets and caused a rush of…

2016 Q1 Fixed Income Commentary

It seems that 2015 market volatility has followed us into the first quarter of 2016. On February 11th, the S&P 500 was down 10%, only to end the quarter up 1.3%. Few foreign equity markets made it into the black. China and Japan both ended the quarter in negative territory, down 17.2% and 12% respectively. US Economic…

2016 Q1 Equity Market Commentary

The first quarter of 2016 was a roller coaster ride. From the onset, the S&P 500 fell nearly 5% in the first week of trading and by the second week of February was down approximately 10%.  A sharp rebound then took hold as the flu-like temperature of the global economy seemed to subside; oil prices…