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Home 2017

Post Archive by Year

Below you'll find a list of all posts from 2017

5 Year-End Tax Strategies to Consider

Sean December 21, 2017 Insights, Recent Highlights

As I’m sure you have heard, the GOP tax plan was passed by Congress last Friday and is expected to be signed into law by President… Read More

2017 3rd Quarter Market Review

Sean October 5, 2017 Commentary, Recent Highlights

The third quarter was a strong one for stocks across the globe, especially non-US international and emerging market stocks. For an in-depth review … Read More

Equifax Data Breach Follow-Up: What Steps I Took Personally

Sean September 18, 2017 Insights, Recent Highlights

Equifax Data Breach: What to Do

Sean September 9, 2017 Insights, Recent Highlights

Solar Eclipse vs. Market Downturn

Sean August 21, 2017 Commentary, Recent Highlights

I’ve previously written that many investors perceive market downturns the way people in past centuries perceived solar eclipses: as scary …

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2017 2nd Quarter Recap & A Few Other Notes

Sean July 5, 2017 Commentary, Recent Highlights

The second quarter capped off a strong first half with another positive showing in every major equity asset class. As …

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2017 First Quarter Commentary

Sean April 8, 2017 Commentary, Recent Highlights

The first quarter was another strong one for stocks here and abroad. Emerging markets lead the way, up more than …

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An “Interesting” Year

Sean January 5, 2017 Insights, Recent Highlights

May you live in interesting times. Ancient Chinese curse 2016 gave investors many reasons and opportunities to want to move …

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