Insights
After back-to-back negative months, the stock market notched a modest gain in April.
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.
After fifteen consecutive months of gains, stocks were negative for a second month in a row and posted the first negative quarter since Q3 2015.
The streak has ended! After 15 positive months the S&P 500, was down in February.
By: Bridget McDermott, CFP®
You met with an estate attorney.
Due to early February market volatility; we have decided to write this article using February 9th data.
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).
By: Walker T. Shelton, CFP®
In our January 3, 2018 blog post, Tax Reform Update, we highlighted a handful of changes to both the Corporate and Individual tax code.
2017 will go down in the history books.