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Monthly Market Monitor – April 2015 Recap Market Indices1 April Year-to-Date S&P 500 0.96% 1.92% Russell 3000 0.45% 2.26% MSCI EAFE 4.08% 9.16% MSCI Emerging Markets 7.69% 10.10% Barclays US Aggregate Bond…

An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling good about their financial prospects and are…

Federal estate taxes became less of a concern for many families when the 2017 Tax Cuts and Jobs Act doubled the estate tax exemption. In 2019, a 40% tax rate applies only…

When you invest in bonds, you are investing in the debt of a government entity or a corporation. A bond is simply evidence of a debt and represents a long-term IOU. Bonds…

A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the…

Mutual funds are still king of the investment world, but investor interest in exchange-traded funds (ETFs) has grown quickly over the last decade. At the end of 2017, more than $3.4 trillion…

Whether you’re a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your journey to success is creating…

In general, Americans are not sufficiently prepared to pay for long-term care. Many of them go through their lives simply hoping that they won’t ever need it. Unfortunately, in the event that…

Sustainable, responsible, and impact (SRI) investing : also called socially responsible investing : has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets…

Despite some initial confusion and dismay when the 2017 tax law was first passed, the IRS has confirmed that businesses can continue to write off 50% of the cost of food and…

Annuities are financial vehicles that can be sold only by insurance companies. Basically, an annuity is a contract between you and an insurance company, which promises to pay you a future income…

Almost seven out of 10 retirees left the workforce before reaching the Medicare eligibility age of 65. Most current workers expect to retire at 65 or later, but retirees’ experiences suggest this…

Investors are often confused about the differences between growth stocks and value stocks. The main way in which they differ is not in how they are bought and sold, nor is it…

Market Commentary – 12.26.14 The Case for Active Management and Diversification In the beginning of the year, global economic growth appeared on the mend, unemployment was stabilizing, and the markets weighed the…

The benchmark S&P 500 Index surged 4.6% in October for its best monthly gain since July and is on pace for its highest annual performance in a decade. Equities were supported by…

Investing can be daunting, whether you are experienced or a beginner. Even if you feel confident about your investing strategy, it can be easy to lose focus or make decisions based on…

Market Commentary – 3.3.15 Europe: Third Time’s a Charm? Year-to-date, European stocks have outperformed U.S. equities by a significant margin. This outperformance has led investors to wonder, after years of false starts,…

Market Commentary – 9.19.2014 We Suspect Even Sir William Wallace Would Have Voted “No” Late in the 13th century, Scottish landowner, Sir William Wallace, was one of the main leaders during the…