Tax Planning Strategies as 2020 Comes to End

2020 has been quite a challenge, to say the least. The COVID-19 crisis brought massive unemployment, business closures, and an enormous amount of uncertainty. All of this has made 2020 seem like the year that never ends. In fact, I’m sure some of us can’t...

Stocks Hit New Highs by the End of Q2

After Trade War Concerns, Stocks Hit New Highs by the End of Q2Main PointsBonds and stocks both rallied in Q2, with bonds beating stocks globally and in the U.S.Trade war concerns drove stocks down in May, but prospects of Fed rate cuts led to a June rally to new...

Trade War Concerns Spooking Investors

Multiple stock market corrections per year are normalMain PointsGlobal trade war fears drove a 4.5% correction in the S&P 500 in May.Multiple stock market corrections per year are normal.Corrections provide opportunities to buy investments at attractive...

Market Commentary – 1st Quarter 2019

Broad-Based Rally in Q1An average U.S. portfolio recouped the losses from Q4Stocks and bonds gained as central banks around the world became more investor-friendly.Treasury bond prices fell earlier in the quarter, but staged a strong rally in March on the back of...