Quarterly Commentary, Q1 2018
Markets started strong in January, with the S&P 500 reaching an all-time high. Although economic indicators remained positive during the quarter, uncertainty regarding interest rates and trade policies loomed large.
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Is Your Road to Sustained Wealth Paved with Amazon and Apple or the Whole Alphabet?
There are many ways to make a fortune. You might inherit money, win the lottery or build a thriving business and sell it. You can also work hard in your career, save and invest with discipline. Making a fortune often includes elements of risk and luck.
Recent Market Volatility
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
Quarterly Commentary, Q4 2017
With the help of a strong fourth quarter, 2017 gave investors a less volatile and record-shattering ride across nearly every major global asset class.
Three Steps for Optimizing Your Charitable Contributions
Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits.
The Donor-Advised Fund Triple Play
The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set up and use at a reasonable cost in 1991. As…
Quarterly Commentary, Q3 2017
The U.S. economy saw slightly weaker growth during the third quarter with a 2.7% GDP estimate, down from 3.10% during the second quarter.
Equifax Announces Cybersecurity Incident Involving Consumer Information
Equifax, one of the three major credit reporting agencies, recently announced a security breach that compromised personal information of up to 143 million people. There is a good chance that your information, such as your Social Security number, birth date,…
Quarterly Commentary, Q2 2017
U.S. economic growth was stronger than initially estimated in the second quarter due to unexpected higher consumer spending and an increase in exports.
Fiduciaries and Freakonomics – What Do They have in Common?
This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common. As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because it upended…