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How the New Tax Plan Will Impact You

In Alerts, Articles, Business Owners, Charitable Giving, Estate Planning, Financial Education, Financial Planning, In the Media, Independent Women, Inheritance, Market Updates, Tax Strategies by Brad Stark

Expected passage of the tax law changes are expected to happen and be signed into law with an effective start date of January 1, 2018. Much has been written on this subject in the press and here is how we view the changes in a simplified way.

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House of Representatives Reveals Details on Tax Reform Plan

In Alerts, Articles, Business Owners, Estate Planning, Financial Education, Financial Planning, In the Media, Independent Women, Market Updates, Tax Strategies by Matthew Adams

The House of Representatives released details of their tax reform proposal this week. There are still a lot of difficult choices for Congress to ponder, but the main challenge to tax reform stems from their efforts to offset the proposed corporate tax cuts, estate tax reform, and tax code simplification with enough revenue sources and “pay-fors” to not materially add to the ongoing (and growing ) Federal debt of now $20+ Trillion dollars.

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The Power of Long-Term Investing

In Articles, Investments, Market Updates by Brian Sottak

Given where we are in this current business cycle, now 8 ½ years into a monumental bull-market run, investors are left asking themselves “how much longer can this rally continue?” Some investors pulled out of the equity markets many years ago and have missed out on years of double digit returns, other investors have unsuccessfully been trying to time the markets in recent years, while long-term investors have enjoyed the gains and will continue to ride out future business cycles employing a diversified long-term approach to investing.

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Markets Continue to Post Strong Gains

In Articles, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA, CAIA Research Analyst and Alternatives Specialist   Summary: Global equities shrugged off geopolitical tensions and legislative headlines, posting strong gains in Q3. Returns were driven by a synchronized upswing in global growth, ongoing earnings recovery, and still supportive global monetary policy. Market Wrap: In the U.S., the S&P 500 rose 4.4% over the quarter amid supportive …

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Market Perspectives Q3 2017

In Articles, Investments, Market Updates by Matthew Adams

By Matthew Adams, MBA Chief Investment Officer and Partner   We’ve prepared an economic update for the third quarter of 2017 that focuses on a few key themes – the ongoing global equity rally, current economic conditions, and thoughts pertaining to valuations for U.S. equities. Domestic, international, and emerging market stocks continued to rally in the second quarter of 2017 …

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The Stock Market Is Eerily Calm

In Articles, Financial Education, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA®, CAIA® Research Analyst and Alternatives Specialist   A strong start to the Q2 earnings season has boosted U.S. stocks over the past two weeks, driving the S&P 500 to record highs, and sending the VIX market volatility index down to a 23-year low. The VIX, which is the most widely followed barometer of expected near-term U.S. …

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Positioning in Times of Low Volatility

In Articles, Business Owners, Concentrated Stock, Independent Women, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA®, CAIA® Research Analyst and Alternatives Specialist   Summary Following the global financial crisis of 2008, we have witnessed U.S. stocks rally significantly. Historically low levels of volatility and very few market pullbacks have characterized this stock market rally, with volatility moving increasingly lower over recent time periods. Many investors trying to the “time” the market have …