The U.S. economy is starting to feel the effect of last year’s tax reform package—growth surged and corporate earnings swelled in Q3 to their highest levels in many years. The Federal Reserve’s ongoing campaign of rate tightening is beginning to ripple through the rest of the economy, with the …
While no one reads the tax code for fun, paying attention to changes and updates pays off for investors. Even small updates in capital gains taxes can make an impact on an individual’s goals and expenses, which is why it pays to pay close attention to recent capital gains shifts under the Tax Cuts …
The S&P 500 index recovered from a sluggish start to the year to post a gain of 3.4% for the 2nd Quarter. Concerns over U.S. tariffs and escalating trade wars slowed the equity market rally but have not derailed it. Technology and consumer discretionary stocks were the strongest performers for t …
If you like riddles, news headlines provide great fodder for deep thinking. Here is a good one: What has been in the news since 2010, has been tossed around like a hot potato and is intended to stop money from unwittingly slipping through your wallet? Give up? It’s the fiduciary rule. If tha …
Some uncertainty returned to U.S. equity markets in Q1 as concerns grew about a spike in inflation and the potential for more interest rate hikes from the Federal Reserve. Stocks had some challenging days in February and March, and the S&P 500 Index saw its first quarterly loss in over two y …