November 12, 2020

Market Perspectives November 2020

Capital Markets

By: Wade Austin

In October, uncertainties and drama associated with the election, pandemic, and fiscal stimulus negotiations weighed on markets.

October 8, 2020

Market Perspectives October 2020

Capital Markets

By: Wade Austin

Riding a red-hot streak of five consecutive monthly gains, stocks finally cooled in September.

September 9, 2020

Market Perspectives September 2020

Capital Markets

By: Wade Austin

Following July’s strong performance and entering a softer stretch of the calendar, many assumed equity markets would take a breather in August.

August 10, 2020

Market Perspectives August 2020

Capital Markets

By: Wade Austin

Initially propelled by an expectation smashing 4.8M June jobs gained report and sustained by the announcement of several promising phase III clinical trials for Covid-19 vaccines, equity markets continued their remarkably persistent rally in July.

June 29, 2020

Required Minimum Distribution Updates

By: Ivan Lukic

New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.

July 16, 2018

Student Loans Got You Down?

By: Abby Bennett, CFP®

I get it…I was one of the 42 million people sharing in the $1.37+ trillion of federally-funded student loan debt.

June 25, 2018

Check Your Debt in 2018

By: Dave Perkins, J.D., CPA, CFP®

It used to be simple.

May 3, 2018

Bunching Charitable Deductions Under the New Tax Law

By: Dave Perkins J.D., CPA, CFP®

Tax rates have moved up and down over the years, but we have been following essentially the same system since the Reagan Tax Act of 1986.

February 6, 2018

The Recent Market Correction

By: Dustin Barr, CFA

Following the Philadelphia Eagles big Super Bowl win, it seems only appropriate to lead with a Jack Bogle quote (Vanguard is headquartered in the greater Philadelphia area). 

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