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Quarter 4, 2018 Market Review

Tuesday, January 8, 2019

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and for last year.
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Why Should You Diversify?

Wednesday, December 12, 2018

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
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Payments to the IRS through "Direct Pay"

Tuesday, December 4, 2018

Do you currently make quarterly estimated payments to the IRS?  Many retirees and high income earners have to pull out the checkbook, fill out a quarterly payment coupon, and mail in their check on a quarterly basis.  
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Perspective on Recent Market Volatility

Monday, October 29, 2018

Stocks in the U.S. recorded solid gains in the third quarter of 2018, with the large-cap S&P 500 Index logging its biggest quarterly advance in nearly five years. The small-cap benchmarks lagged the broader market, but all of the major indexes reached new highs. 
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Quarter 4, 2018 Market Review
Tuesday, January 8, 2019


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