Oct 4, 2019October Economic UpdateMarket Summary September brought an economic event that was widely expected: a quarter-point cut in short-term interest rates by the...
Sep 18, 2019Your Diversified Portfolio vs. the S&P 500A diversified portfolio necessarily includes a range of asset classes. This will always be the case, and while investors may wish for an...
Sep 13, 2019September Economic UpdateMarket Summary The beginning of August was met with an equity pullback spurred by the Trump Administration’s new proposed tariffs on an...
Aug 15, 2019Understanding Inherited IRAsAt first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you...
Aug 6, 2019August Economic UpdateMarket Summary The two dominate market forces as of late - the Federal Reserve and China - continued to control the market in July. The...
Jul 15, 2019Trends in Charitable GivingAccording to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has...
Jul 5, 2019July Economic UpdateMarket Summary The typically sluggish summer month of June turned in a historical performance this year with the S&P 500 hitting another...
Jun 20, 2019The SECURE Act and Traditional IRA ChangesIf you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the...
Jun 7, 2019June Economic UpdateMarket Summary As predicted in our last newsletter, the China trade dispute took center stage in and was the dominant market driver for...