Insights

January 8, 2018

Market Perspectives – January 2018

Capital Markets – A Look Back at 2017

2017 will go down in the history books. 

January 3, 2018

Tax Reform Update

By: Dave Perkins J.D., CPA, CFP®

Make no mistake, the new tax law’s changes are broad and transformational.

December 22, 2017

Holiday Discounts and Market Premiums

By: Abby Bennett, CFP®

It’s the most wonderful time of the year, and while I haven’t toasted too many marshmallows lately, I certainly have done my fair share of online shopping.

December 7, 2017

Market Perspectives – December 2017

Capital Markets

The stock market’s winning streak extended for another month in November as U.S.

November 7, 2017

Market Perspectives – November 2017

Capital Markets

In October 2017, the S&P 500 delivered its 12th consecutive positive monthly gain, a feat that has never been recorded in the history of the index. 

October 5, 2017

Market Perspectives – October 2017

Capital Markets

The third quarter produced positive market results for the 8th consecutive quarter, a feat that hadn’t happened in the last 20 years. 

September 6, 2017

Market Perspectives – September 2017

Capital Markets

August is historically one of the slowest market months of the year, and this year it was no different. 

August 7, 2017

Market Perspectives – August 2017

Capital Markets

Stocks began the third quarter on a positive note. 

July 6, 2017

Market Perspectives – July 2017

Capital Markets

The first half of 2017 experienced very strong returns, given we are in the late stages of the bull market.

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