News & Insights

Here's what’s going on in our firm. We’re constantly learning new ways to enhance our clients’ wealth and want to share those experiences with you.

First Quarter 2018

First Quarter 2018: 2018 started in much the same way that 2017 ended, with stocks rising week after week and setting new all-time highs along the way. The trend changed in late January, and stock prices retreated a bit when investors began to worry that rising inflation would lead…Read more »

Highlights of the Tax Cuts and Jobs Act

The tax reform legislation recently passed by Congress significantly changes the landscape for individuals beginning January 1, 2018, and continuing for many years come. For many taxpayers, the changes made by the legislation present a host of tax planning challenges and opportunities going forward. Due to the elimination or limitation… Read more »

Fourth Quarter 2017

Fourth Quarter 2017: The global stock market rose 24.0% in 2017, making it a terrific year for investors. Both emerging market and foreign developed stocks, which were up 37.3% and 25.0% respectively, outperformed their U.S. counterparts for the first time in many years. Even commodities …Read more »

Third Quarter 2017

Third Quarter 2017: The first three quarters of 2017 have been great for investors. In the third quarter alone, global stocks appreciated 5.2%, bringing their gains to 17.3% for the year. In particular, emerging market and foreign developed stock returns (helped by appreciating foreign currencies) have been most impressive…Read more »

Second Quarter 2017

Second Quarter 2017: Building on the strong performance of the first quarter, financial markets continued to show optimism about the future. Global stocks, led by foreign developed and emerging market companies, increased 4.3% during the past three months bringing the year-to-date return to 11.5%. In contrast, falling oil prices…Read more »