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Investing - Is it an art or a science?

Posted by Yvonne Talbott Scoggins on July 09, 2019
 
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Topics: Financial Planning, Investment News

Quarterly Market Review - 2019, Q2

Posted by Jim Kantowski, CFP®, CPA on July 05, 2019
 
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Topics: Investment News

Q1 Market Performance - 2019

Posted by Jim Kantowski, CFP®, CPA on April 16, 2019
After experiencing significant losses in the 4th Quarter of 2018, investors that maintained discipline and patience benefited from a significant recovery during the first quarter of 2019. Equity markets delivered positive returns; the S&P 500, ...
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Topics: Financial Planning, Investment News

Déjà Vu All Over Again

Posted by Jim Kantowski, CFP®, CPA on March 19, 2019
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on ...
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Topics: Investment News

You May Be Diversified, But Are You Tax Efficient?

Posted by Bill Hufnell, CPA, CFP® on February 06, 2019
Earning a solid return on your investments is certainly important, but it’s not what you earn that counts; it’s what you get to keep – the amount after the tax bite.
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Topics: Investment News, Tax News

Why Should you Diversify?

Posted by Jim Kantowski, CFP®, CPA on February 04, 2019
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. For the five-year period ending October 31, 2018, the ...
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Topics: Financial Planning, Investment News

Fourth Quarter Market Review - 2018

Posted by Jim Kantowski, CFP®, CPA on January 08, 2019
  After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the ...
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Topics: Investment News, Tax News

3rd Quarter Market Review

Posted by Samantha Sachs, CPA on October 09, 2018
The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report
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Topics: Investment News, Tax News

2018 Q2 Market Review

Posted by Jim Kantowski, CFP®, CPA on July 17, 2018
Download the 2nd Quarter Market Review here.
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Topics: Investment News

Our Higher Standard: a look at the updated Fiduciary Rule

Posted by Samantha Sachs, CPA on May 16, 2016
There has been big news in the financial services world as the Final Fiduciary Rule is being modified and expanded.
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Topics: Investment News