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In addition to our Quarterly Economic Updates featured here, we have private mailings on tax planning, estate planning, topics of interest, and more.

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Wednesday, February 8, 2017

For many investors, 2016 was a year of surprises. When viewing the final results of equity returns in 2016, they do not reflect the year’s wild ride for both equity and bond investors. In the final quarter of the year, stocks...

 

Wednesday, February 8, 2017

The third quarter of 2016 was very confusing for investors. Investors were served a variety of economic and financial turmoil amid a backdrop of confusing political concerns, but the bull market still continued to move forward. At the...

 

Monday, July 11, 2016

This year has been a very inconsistent one for investors and it is only half over. Although recent events in the United Kingdom have dominated recent headlines, it was not that long ago when the big global concerns were about Asia. It...