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• Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They send letters that can be verified. • Never open a link or any attachment from a suspicious or
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: The New Year brought a new attitude toward risk assets, propelling the S&P 500 to its best January since
Background Formally defined by Merriam-Webster, an investment is “the outlay of money usually for income or profit.” Generally intended to meet financial objectives years into the future, the act of investing is consequently a long-term endeavor. Despite this fundamental understanding, investors of all levels of sophistication spend a great deal
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: Perhaps “Down-cember” would be a better name for the final month of 2018, as equity markets declined significantly, despite
When your child or grandchild gets their first “real” job and begins to start their career, it’s an exciting time. For them, the world is at their fingertips and they are thrilled to launch into adulthood. As a parent, your instinct is to protect them. You want them well-prepared to
Policy Normalization on Target: In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 2.25% to 2.50%. As has been the case for recent changes, this 0.25% hike was well-telegraphed and generally expected by the market, though recent market turmoil had reduced
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: November was a back-and-forth month for global financial assets. While sentiment began the month relatively strong, on the
The Importance of Giving Charitable organizations are how so many of us can come together to affect change. When we do, it tends to make the world feel a bit smaller and tightens the bonds among us. Similarly, when families engage in giving together, it can have a lasting impact
Established in 2012, #GivingTuesday refers to the Tuesday after Thanksgiving. It is a movement to help create charitable giving at the beginning of the holiday season. Charitable organizations of all sizes are contacting potential donors by phone, email and mail at an even higher level. By doing a little research,
A Starting Point for Planning Your Legacy Accumulating wealth is a well-deserved reward for many years of hard work. Being able to share it in a way that builds new wealth and also leads to a sense of meaning and purpose for the generations that follow, however, is a real
Monthly Market Update for October 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: October was a dismal month across the globe, with trade tensions between the
HISTORY & BACKGROUND Midterm elections in the U.S. occur mid-way through a President’s term in office. Every four years, all 435 seats in the House of Representatives and typically 33 or 34 of the 100 seats in the Senate are up for re-election. History has shown that mid-term elections have
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