2019 was a strong year for almost every investment asset class around the globe… Read the full commentary here.
Your IRA and the New SECURE Act
The new SECURE Act passed by Congress in December brought with it important changes for IRA owners and inherited. Click here for more.
Medicare Find-a-Plan Step-by-Step Guide
A visual step-by-step guide to using the Medicare Find-a-Plan website for Part D drug plan comparison during the open enrollment period. Click here.
2019 Q3 Market Commentary & Review in Charts
Markets in the U.S. and internationally developed countries were relatively flat in the third quarter…Read the full commentary here.
2019 Q2 Review in Charts
If you’d like to see the first quarter’s market performance in chart format, click here and then on the image provided to open the PDF document.
2019 Q1 Review in Charts
If you’d like to see the first quarter’s market performance in chart format, click here and then on the image provided to open the PDF document.
The Year in Charts
For a graphical review of the year in markets, click here.
2018: The Year in Charts
2018 was a strong year for many economies around the globe, but a difficult one for markets. For a graphical look at 2018’s market performance around the globe, click here.
2018 Q4 & Year-in-Review Commentary
Despite being a difficult year in markets, 2018 was a strong one in the US economy and a reasonably strong year for many economies…Read More
December Volatility
The past few weeks, indeed the last three months, have been ugly ones for stocks around the globe, including here in the U.S. Stocks reached their recent high on…Read More