May 3, 2022 The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones. It’s fair to say, however, that April made it easier to find the concern than the optimism. Still, we take the view that the headwinds we’ve…

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The Russian invasion of Ukraine has led to increased awareness of potential cyberattacks, particularly within Ukraine and other Eastern European countries. We understand you may have concerns about whether these events affect the security of your financial accounts – but rest assured that our cybersecurity professionals have been monitoring and preparing to defend against threats…

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April 4, 2022 Global equities experienced volatility throughout March, though a late rally softened some of the sharper losses from earlier in the month. The volatility of recent months continued, driven by geopolitical events that we believe are unlikely to dissipate soon, a more hawkish Federal Reserve (Fed) and higher prices. As expected, the Federal…

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Even though tax filing season is well under way, there is still time to make a contribution for 2021 to a Traditional or Roth IRA until Monday, April 18th, 2022. You can contribute up to $6,000 for 2021 or $7,000 if you were age 50 or older on or before December 31, 2021. Important Reminders…

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March 1, 2022 Investors have been on a bumpy ride as both domestic and emerging markets have seen continued volatility over the past few months. February was no exception with the broad-market S&P 500 dipping into its first 10% correction in almost two years as geopolitical tensions intensified. The last week of February brought the…

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Keep these strategies and considerations in mind.    To ensure that tax liabilities aren’t deferred indefinitely, investors are obligated by the IRS to take required minimum distributions (RMDs) from most retirement accounts. For those born after June 30, 1949, RMDs begin at age 72; for those born earlier, RMDs begin at age 70½. Volatile markets…

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February 1, 2022 Volatility was the trend for domestic and foreign equity markets in January, as well as the domestic bond market, albeit to a lesser extent. The broad-market S&P 500 flirted with a 10% pullback, for example. The ups and downs in the domestic equity indices stabilized briefly ahead of the Federal Reserve’s (Fed’s)…

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Keep your financial life organized with a thoughtful combination of digital and physical storage solutions. Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in…

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January 5, 2021 While the traditional end-of-year Santa Claus equity rally may not have been as pronounced as we typically see, it may have just come early. Thus far, we’ve seen both the Dow Jones Industrial Average and the S&P 500 notch new highs in December with underlying market sectors firmly in the green. Despite…

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