Articles Archive

Mutual Fund Capital Gains and Losses

As investors approach the end of each calendar year, attention often turns toward mutual fund capital gain distributions and the potential income taxes the distributions may generate.

Rising Interest Rates & The Pressure on Bonds

As equities continue their bullish run into 2017, there have been a few common questions that have continued to surface in conversations with our clients and professional partners…

Certainly Uncertain

As most of you do, we vividly recall the housing crisis of 2008 and the rippling effects that shocked the financial world.

Getting Back to Normal

Market volatility is back. After going nearly 310 trading days since a back-to-back daily decline of .5% or more, we witnessed a market decline as measured by the S&P 500 of nearly 10%.  While some investors have become nervous, we simply see this as a reversion back to normal market volatility.

The Hunt for Loopholes begins

“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966-1980.  In 2017, as the year wound to a close, House Republicans introduced their version of tax reform.

The 50/50 Balanced Portfolio

There is no “perfect” allocation to stocks and bonds, as an individual’s allocation should be based on their portfolio’s ability to assume risk and their appetite for risk. For some, a mix of 0% stocks and 100% bonds may be sufficient.

Quarterly Commentary Archives

Quarterly Commentary Q1 – 2018

Market Performance Overview:  Domestic equities took a breather, with the S&P 500 losing -0.8% in the first quarter of the year.  Forward Price-to-Earnings ratios for the U.S. equities moved lower due to strong analyst estimates and the moderate market pullback.

Quarterly Commentary Q4 – 2017

Market Performance Overview  Domestic equities continued their trend upward, with the S&P 500 contributing 6.6%in the quarter and 21.8% in 2017.  Foreign equities continued to produce strong returns due to a strengthening global economy and falling dollar.

Quarterly Commentary Q3 – 2017

Market Performance Overview – Domestic equities continued their trend upward, with the S&P 500 contributing 4.5% in the quarter (14.2% YTD.)