2Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
1Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
2020 Year-End Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance... Read More →
ESG (Socially Responsible) Investing Goes Mainstream
ESG (Socially Responsible) Investing Goes MainstreamNovember 20, 2020 We may well look back at 2020 as the year Environmental, Social, and Governance investing (“ESG” investing) became mainstream. The year started off with large investment firms like Blackrock and State Street... Read More →
Parsing the Policies
Parsing the Policies – What if One Party Sweeps the Election?Oct 15, 2020 During the first two years of President Trump’s current term, he enjoyed Republican control of both the House and the Senate (during which time he passed the... Read More →
Q3 2020 Market Commentary
Q3 2020 Market Commentary – Oct 12, 2020 In many ways, this recession and the recovery to date has been the most uneven one ever recorded. Housing data, corporate profits, unemployment figures, and stock market returns mask the fact that... Read More →
Q3 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Q2 2020 Market Commentary
Q2 2020 Market Commentary – July 8, 2020 Early on in this health crisis there was an influential paper called “The Hammer and the Dance” by Tomas Pueyo in which he called the initial period of lockdown to flatten the... Read More →
Q2 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Legislative Updates to Charitable Giving
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in... Read More →