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19
How the SECURE Act May Affect You (Hint… It Probably Does)

This act contains provisions that will likely significantly affect either yourself or your loved ones at a future date. There are both positive and negative implications for individual taxpayers, so let’s get into what we think are the most important provisions you should be aware of.

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14
 International Markets: Staying the Course

U.S. stocks have outperformed international stocks, but it still makes sense to invest globally. Here’s why.

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13
Market Update – December 2019

Unemployment fell to 50-year lows, and stock and bond markets all posted gains for the year. See the December 2019 and year-end numbers here.

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11
What’s New at Custody Banks?

With numerous major brokerage/custody firms (including TD Ameritrade, Charles Schwab, and Fidelity) recently eliminating commissions for trading stocks and exchange-traded funds (ETFs), now is a great time to be an investor. While explicit trading costs seem to be going away across the industry (via commission-free trading), it’s still important for investors to understand the implicit trading costs associated with placing trades and how brokerage/custody firms can stay in business in a new commission-free trading environment. 

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11
Market Update – November 2019

The second month of the fourth quarter was positive for global stocks (+2.5%), which have now gained 22.0% year-to-date. U.S. bonds remained flat throughout the month holding onto year-to-date gains of 6.7% for U.S. intermediate-term and 2.9% for short-term bonds.  Alternative asset classes (REITs, Commodities, and Managed Futures) all posted losses for the month.

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22
Attempting to Avoid Funds in the Doghouse

Capital gains distributions can be an unpleasant surprise for investors with taxable accounts. No investor sets out to pay more taxes than necessary when selecting investments.

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19
Diversification: The Strategic Play

If you have been paying attention to markets this year, you have likely noticed that U.S. large stocks (S&P 500 Index) are up 20.6% as of 9/30/19. Would it perhaps be advantageous to just invest in the S&P 500 for your retirement? 

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15
Is It Time to Get Defensive?

Offense wins games, but defense wins championships. More than ten years into one of the longest bull markets on record, it is natural human behavior to think maybe this is as good as it gets. With the 24/7 news cycle, investors are bombarded with news and perspectives that threaten the end of a historic run. But before making any decisions, it is helpful to consider the probability that a diversified portfolio prevails with a positive return. As it turns out, we believe your diversified portfolio may be a dynasty for the ages. 

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07
Unpleasant Dinner Table Topics

Politics and religion. Two of the most commonly debated subjects. So why bring one of them up? With impeachment rumors flooding the headlines, it’s pertinent to address the political questions surrounding the dinner table. Will this disturb my investments? Should I pull my portfolio out of the market?  

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07
Market Update - October 2019

The first month of the fourth quarter was positive for global stocks (+2.8%), which have now gained +19.1% year‐to‐date. Although US large cap (+2.2%) and small cap (+2.6%) had moderate gains within the month, their year‐to‐date returns are strong at +23.2% and +17.2%. 

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