Blog

Monthly Market Update for July 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: July was filled with plenty of generally positive economic news, but there were some notable challenges.  For example,

READ MORE

Monthly Market Update for June 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: June was an active month with a number of geopolitical and trade policy headlines, but no definitive outcomes.

READ MORE

Monthly Market Update for May 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The month of May brought the withdrawal of the US from the Iran Nuclear agreement, the end of

READ MORE

Monthly Market Update for April 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Uncertainty over trade continues, with no clear direction.  There has been an extension of the exemption on aluminum

READ MORE

Monthly Market Update for March 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Uncertainty over trade and instability in the Trump White House were the themes of the month, causing most

READ MORE

Update from the Recent Fed Meeting

As expected, the Fed increased rates by 25 bps and continues to project two additional rate increases for this year. Policy Normalization on Target: In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 1.5% to 1.75%. This 25bps hike was well-telegraphed

READ MORE

Monthly Market Update for February 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The ongoing growth and inflation story took center stage in February, as markets re-priced the potential for overheating.

READ MORE

Monthly Market Update for January 2018

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The impact of exchange rates on individual economies is becoming increasingly relevant.  As market participants anticipate rising inflation

READ MORE

Market Volatility

The last several trading days have reminded us that equity markets do in fact have volatility.  This volatility in the near-term can be very unsettling for us as investors.  Warren Buffet made a famous statement concerning the markets, “In the short run, the market is a voting machine, but in

READ MORE

Tax Reform – Impact on the Economy and Taxpayers

Summary Impact on Economy – Short-term improvement in GDP, long-term impact unclear Impact on Corporations – Highest tax payers experience greatest benefit, highly leveraged businesses may suffer Impact on Individuals – It depends on specific circumstances History and Background: The Republican-led Congress passed, and the President has now signed into

READ MORE

Monthly Market Update for December 2017

Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: President Trump signed into law the Tax Cuts and Jobs Act, the most sweeping change to our nation’s

READ MORE

Year-end Planning Opportunities

Recently, congress passed the biggest overhaul of the tax code since 1986. As far as year-end planning, here are a few reminders on planning opportunities: Ordinary Income – in situations where you have flexibility to control the timing between 2017 and 2018, in most cases recognizing this next year will

READ MORE

This website uses cookies to ensure you get the best experience.  Learn more

Skip to content