by David Dirks | Oct 15, 2020 | Articles & White Papers
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 Tax Cuts and Jobs Act). President...
by David Dirks | Oct 15, 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 while many sectors of...
by Jamie Osborn | Oct 15, 2020 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
by David Dirks | Jul 10, 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 curve “the hammer” and the subsequent period...
by Jamie Osborn | Jul 9, 2020 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
by David Dirks | May 29, 2020 | Articles & White Papers
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 the 2017 Tax Cuts and...
by David Dirks | May 20, 2020 | Articles & White Papers
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020. If you haven’t taken...
by Jamie Osborn | May 12, 2020 | Articles & White Papers
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the coronavirus...
by David Dirks | Apr 10, 2020 | Market Commentary
Q1 2020 Market Commentary – April 10, 2020 Looking back at our last quarterly report feels like reading a report from many years ago. There was no hint of COVID-19, and we had just finished a year in which the US stock market rose by 31% (as measured by the...
by David Dirks | Apr 10, 2020 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
