Key Takeaways The recent stock market rally has left many investors scratching their heads on what is driving the rally in the midst of terrible economic data. Resilience from a narrow group of mega cap technology and healthcare names have been...
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Important Lessons From the Bull Market’s 10th Anniversary March 9, 2019 marked the 10-year anniversary of the S&P 500 beginning its climb from the bear-market lows of March 2009. The index has delivered a whopping 400% cumulative total return...
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What Does a Yield Curve Have to Do with a Recession? The yield curve – and a potential inversion in the yield curve – has been the subject of much concern in the markets recently and caused a sharp sell-off this past Tuesday. An inverted yield...
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Harvesting Season for Tax Savings Using investment losses to offset taxes on gains – a strategy known as tax-loss harvesting – can be an effective way for investors to potentially reduce their tax liability. By minimizing their investment-related...
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The State of U.S. Household Debt U.S. household debt rose to $13.3 trillion as of the second quarter of 2018, according to the Federal Reserve Bank of New York – higher than the previous peak of $12.68 trillion in the third quarter of 2008. The...
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What does estate planning mean to you? For most of us, estate planning pertains to our final wishes, such as establishing burial arrangements and choosing beneficiaries for our estates. But there’s another important part of estate planning...
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