Why is my portfolio underperforming the US stock market? That is a common question we are hearing these days. Understandably, you see in the media that the stock market is reaching new all-time highs, then you look at your portfolio
Hard to believe we’re half way through 2018 already! It’s been a much bumpier ride than 2017, as the markets return to a more “normal” state of volatility. Many of you have asked about the effect of the “trade war”
The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. International stocks are not faring quite so well. Both the developed international and emerging economies finished in negative
We hope you have a safe and wonderful Fourth of July celebration! Please note that our office will be closed Wednesday, July 4th in observance of the holiday. We will resume our regular business hours on Thursday, July 5th. We
Even though some parts of the country are still getting hammered by winter weather, the promise of spring is in the air. It’s great to consider a fresh start as it warms up and the first glimpses of green appear.
It was a long time in coming, but volatility made a notable comeback in the first quarter of 2018 Is the bull market finally over? For the first time in nine calendar quarters, the U.S. investment markets delivered a negative
Many of you have called with questions regarding when you will receive your 1099’s for 2017. In an effort to keep you informed with the latest information, please see the below notices we received from SEI and TD Ameritrade. Be
For the first time in two years, the S&P 500 fell officially into correction territory on Thursday, down more than 10% from its record reached on January 26th, 2018….here’s what usually happens next…it depends! Is this a Bull market correction
We hope you and yours had a wonderful holiday season! Now that we are settling into a new year, we encourage you to avoid getting caught up in the media hype that tends to inundate us, especially as the so-called