Q2 2021 Market Commentary
Q2 Market Commentary – July 8, 2021 U.S. home prices have gone through the roof (pun intended). Every week we are hearing of more clients who have either sold their houses within days for prices they hadn’t dared to imagine... Read More →
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 →
Q1 2021 Market Commentary
Q1 Market Commentary – April 26, 2021 The pandemic has sparked many changes that will be long-lasting. It seems likely that we will Zoom more than we conference call from now on, we will continue to get more stuff delivered,... 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 →
Q4 2020 Market Commentary
Q4 Market Commentary – January 9, 2021 If a fortune teller had predicted on New Year’s Day 2020 that in the coming year we would have the worst global pandemic since the Spanish flu of 1918, that the economy would... 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 →
A Unique Bond Idea Nobody’s Talking About
A Unique Bond Idea Nobody’s Talking AboutDecember 9, 2020 In speaking with a client recently about how low interest rates have gotten, he wistfully said that while he had scoffed at CDs returning two or three percent years ago, he... 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 →
Estate Tax Strategies in the Shadow of the Election
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person... 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 →