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.

Fourth Quarter 2018

Fourth Quarter 2018: The party ended for U.S. stocks in the fourth quarter as shares fell sharply, bringing the S&P 500 to the brink of a bear market in late December. While all risky assets suffered during this time period, there was a clear shift in the trend, with domestic stocks suffering more…Read more »

Third Quarter 2018

Third Quarter 2018: 2018 certainly has had its ups and downs. The year started with stocks rising week after week and setting new all-time highs along the way. Market sentiment reversed course in late January when U.S. stocks sold off more than 10% in just a few days. When fears subsided…Read more »

Second Quarter 2018

Second Quarter 2018: In early 2018 the Trump administration began to disrupt the status quo with the implementation of tariffs on solar panels and washing machines. This move led to threats on U.S. agricultural feed products, foreign steel and aluminum, Kentucky bourbon, Levi’s jeans, Harley-Davidson motorcycles, and European cars as the U.S. and foreign governments responded in a tit-for-tat….Read more »

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 »