With the Federal Reserve recently raising interest rates for the first time in many years, the U.S. economy may be at the beginning of a transition away from the ultra-accommodative monetary policy environment that has existed since the global financial crisis. However, central banks in other major developed economies are not following suit—in fact, they…
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As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place…
DetailsWe are pleased to present a recording of “Bearish Tendencies (and Silver Linings),” our 2016 Inside the Investment Committee event, which gave attendees an inside look at the thoughts, views, and strategies of our investment team. Table of Contents (To go directly to a speaker, drag the round video playhead to the time listed below.)…
DetailsHear Ken Solow discuss presidential politics, the national economy, global markets, and your money on Dan Rodrick’s Roughly Speaking podcast. To fast forward to Ken, click on the 51 minute mark.
2015 had many twists and turns, but from a financial market perspective, it was effectively a road to nowhere when looking across a variety of asset classes. In U.S. equity markets, large company stocks (large cap) barely moved as just a few sectors and stocks were big winners. In the broad market, many stocks performed…
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With the new year upon us, it’s a good time to make sure your plans for the future are up to date and you have the proper tools in place. With that in mind, we encourage you to consider the five estate planning tips below.
The S&P 500 Index is down over 12% from its high last May, which qualifies as a market correction but not a bear market. In fact, it’s been quite a while since we experienced our last bear, although it may not feel that way. From April to October of 2011, the stock market declined by…
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The decision of whether to delay Social Security benefits is a trade-off: give up benefits now, in exchange for higher payments in the future. If the higher payments are received for enough years – dubbed the “breakeven period” – the retiree can more than recover the foregone benefits early on, even after adjusting for inflation…
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While 2015 had its share of volatility and ended with virtually no gains in stocks, 2016 sprinted to the downside with volatile global markets, a bifurcated U.S. economy, and the first rate hike in a decade.
Last week, the House Ways and Means committee came to an agreement for key legislation to renew the so-called “Tax Extenders,” a series of tax provisions that have lapsed and been reinstated (i.e., “extended”) repeatedly over the past decade. The new legislation, entitled the Protecting Americans from Tax Hikes Act of 2015 (PATH), will once…
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