As taxpayers, we’ve now felt the full impact of the changes the Tax Cuts and Jobs Act (TCJA) made to the tax code. Losin…
Investments
Taxes Can Take a Big Bite out of Your Returns (Video)
While we all know that taxes can eat away at the long-term growth of investments, do you know just how much you’re payin…
Market Reflections for Second Quarter 2019: Discipline Leads to Favorable Returns
Tension and uncertainty didn’t appear to affect the markets in the second quarter. Despite rising global trade tensions,…
Market Sound Bite: When Geo-Politics Affect the Markets, Some Strategies Can Take You Off Track
May offered investors a bumpy ride, to say the least. We saw the global stock market pull back by over 5%, its worst per…
Do You Really Need This Popular Annuity Product?
The equity index annuity (EIA) has been an incredibly popular investment product over the past 20 years. Supposedly, it …
Market Volatility Is Up … Again (Video)
Market volatility spiked recently, catching many investors by surprise. These seemingly unpredictable market movements c…
Market Sound Bite: The Power of Staying the Course
The quick and robust stock market recovery during the first quarter of 2019 brought relief to investors, who once again …
Market Reflections for First Quarter 2019: A Strong Start to the Year
What a strong quarter to start the year! For U.S. large cap stocks (represented by the S&P 500), the first quarter o…
Finding the Missing Bullet Holes
During World War II, the Navy realized it was losing a lot of aircraft and could better armor its planes to increase the…
Market Sound Bite: Behind the Scenes in a Banner Month for Stocks
After a rough December, we have seen a very strong showing in the stock market at the beginning of 2019. U.S. stocks sur…