Quarter in Review Global markets were relatively calm for most of the quarter until June, when unexpected news from Europe shocked investors around the globe. Upending most forecasts and taking world financial markets by surprise, the United Kingdom voted toREAD MORE
Investing
John Oliver recently did a spot on his HBO show “Last Week Tonight” which highlighted the high fees paid by investors in 401(k) plans. As entertaining as his show was, it got me thinking about the main things that areREAD MORE
Investing and Expectations Over the past five years, the S&P 500 has gained about 12% per year while bonds have gained about 4% per year. International stocks have earned only about 2.3% over that time period. What does this haveREAD MORE
Quarter in Review The volatile markets during the first quarter presented our portfolios with a real-world stress-test. Late December weakness became a rout in January, causing the worst start to a year in Wall Street history. Major equity markets droppedREAD MORE
At tax time, it can become painfully obvious how much of your hard-earned money is sent to the government. Income from your investments can be a big contributor to your tax bill. Wouldn’t it be nice if we can keepREAD MORE