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We welcome Bill Mulvihill to our team.

Bill is responsible for the internal audit activities for the company. You can find more information about Bill on our Our People page. Welcome Bill! Glad to have you on board.

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…

2015 4th Quarter Fixed Income Comments

Finally, after a year of talking about it, the Federal Reserve raised rates by 0.25 percentage points, the first rate hike since 2006. The new range for the federal funds rate is 0.25% to 0.5%. The Fed unanimously agreed the economy was strong enough to warrant an increase: they noted as positives “ongoing job gains”…

2015 4th Quarter Equity Comments

The end of 2015 concluded a roller coaster of a ride for investors, as investors adjusted to an era of slower Gross Domestic Product (GDP) growth. In the U.S. following strong second and third quarters, 3.9% and 2.0% respectively, GDP growth slowed to just 0.7% in the fourth quarter…