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Bull Market Turns 10

May 7, 2019

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.1 The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we…

We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

April 23, 2019

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose by 11.15% and the Nasdaq increased by 16.5%. Bond investors in both developed and emerging markets saw three consecutive months of positive returns. Oil prices…

Don’t Let Unexpected Taxes Diminish Your Retirement Dreams

January 20, 2020

Good financial advisers spend a fair amount of time harping on the value of solid tax planning — even if their clients might not want to hear it. No one likes to dwell on the idea that they’ll be handing over a large percentage of their nest egg to Uncle Sam every year in retirement.…

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