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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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Posted in: Market Commentary
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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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01
Scoreboard for Individual Taxpayers

TCJA brought sweeping tax legislation to the United States for the first time since 1986. While most Americans paid less in taxes, the TCJA introduced an array of new rules that had unpredictable and contradictory effects. October 15th marks the extended tax return due date that will close the inaugural tax season. What did we learn? Who wins?

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07
Who Let the Doves Out?

With global economic and profit growth slowing, central banks around the world have shifted their policies to be accommodative or dovish. 

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07
Market Update - September 2019

The final month of the third quarter was positive for global stocks (+2.1%), which are now up 15.9% year-to-date. Bonds (-0.4%), on the other hand, fell slightly as yields ended the month on a higher note.

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06
What’s with the Negative Bond Yields?

Investors generally think of bonds as safe investments that provide a stream of income. It may surprise some to learn that more than one quarter of all government bonds issued globally are trading with negative yields. In monetary terms, that is more than $15 trillion in government debt with a negative yield in addition to more than $1 trillion in negative yielding corporate debt. 

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06
Market Update – August 2019

The summer months concluded with a weak August for equities while bonds and alternatives were generally positive.

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29
Beat the Short-Term Market Jitters

When the financial markets are in turmoil and account balances start to fall, there is a strong temptation to ask your financial advisor to “do something” to stem any perceived losses. Yet it is often the case that staying the course—or doing nothing—proves to be the better path. 

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21
SAVANTalk - Summer 2019
This issue includes:  Market Indexes and How They Affect You Lessons in International Small Cap Mid-Year 2019 Progress Report Top 5 T...

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21
Lessons in International Small Cap

As investors, there are two ways we can reap the benefits of a rapidly developing world economy: we can simply diversify across international stocks, and, if the premium for investing in small company stocks holds overseas, we should include an allocation to international small cap stocks. 

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