Insights

May 9, 2018

Market Perspectives – May 2018

Capital Markets

After back-to-back negative months, the stock market notched a modest gain in April. 

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.

April 10, 2018

Market Perspectives – April 2018

Capital Markets

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.

March 6, 2018

Market Perspectives – March 2018

Capital Markets

The streak has ended! After 15 positive months the S&P 500, was down in February.

March 2, 2018

Are You Making These 3 Common Estate Planning Mistakes?

By: Bridget McDermott, CFP®

You met with an estate attorney.

February 12, 2018

Market Perspectives – February 2018

Capital Markets

Due to early February market volatility; we have decided to write this article using February 9th data. 

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). 

February 1, 2018

Should You Pay For Private School from a 529 Plan?

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. 

January 8, 2018

Market Perspectives – January 2018

Capital Markets – A Look Back at 2017

2017 will go down in the history books. 

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