Insights
Articles & Insights
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 would gladly invest in one now if...
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...
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 (over $22 million for a married couple). For the vast...
Market Commentary
Q1 2024 Market Commentary
Global stock markets continued rising in the first quarter of 2024, extending last year’s gains. The S&P 500 index of large US stocks led the way among major indexes, with a 10.6% gain for the quarter. Inflation continues to decline, albeit more slowly, and 2024...
Q4 2023 Market Commentary
Investors finished 2023 in a good mood. Inflation is down, employment is up, and corporate earnings are expected to grow strongly next year for companies in the S&P 500 Index. Concerns that seemed top of mind at the end of the third quarter, including a UAW...
Q3 2023 Market Commentary
At the start of the third quarter, markets continued the rebound we had seen year-to- date and broadened beyond the technology sector that had been driving the market through midyear. However, as the quarter went on, the Federal Reserve indicated in several...
Chart Books
Q4 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q3 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...