May 2021 Market Recap

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Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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April 2021 Market Recap

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Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

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Growing Interest in Socially Responsible Investing

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Posted on April 30th, 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact […]

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Real Estate for Income and Diversification

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Posted on April 5th, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is […]

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March 2021 Market Recap

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Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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February 2021 Market Recap: Continuing Trends

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Posted on March 2nd, 2021

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive […]

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Opportunity Zone Investment Deadline Extended

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Posted on February 2nd, 2021

Typically, taxpayers that want to defer paying taxes on capital gains must reinvest their realized gain into a Qualified Opportunity Zone Fund within a 180 […]

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Turbulent Times: Bear Markets Come and Go

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Posted on July 1st, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]

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April Fools! S&P continues bounceback for a 17% gain

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Posted on May 1st, 2020

March was the longest year, but April seemed like a quick week.  The S&P’s 17% gain for April made it the best April in several […]

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Market Reaction to Coronavirus

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Posted on March 2nd, 2020

Fears of contagion of the Coronavirus triggered the market to experience it’s fastest 10% drop from an all time high last week and prompted the […]

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