Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the coming October, therefore reaping potential higher risk adjusted returns. Though certain factoids support the sentiment, is it truly in your best interest? Economists continue to […]

May saw positive returns in the market across the majority of asset classes. U.S. small (+6.5%) led the charge domestically while international small came in strong (+7.0%) as well. Global stocks dipped slightly but still came in positive at +4.6%. Bonds hovered close to zero, with intermediate‐term bonds holding the strongest return (+0.8%). With respect […]

Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Returns to the U.S. Value and Size factors ripped higher as investors bet on a successful reopening and, currently, U.S. Large Cap stocks have posted positive year to date returns! Download our 6-9-2020 Coronavirus Crisis Chart Pack

Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many of the deadlines are significantly different from prior years. Alexander Strauss provides an overview of the postponed tax deadlines and answers related tax questions. If […]

Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.

Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work. Premium Tax Credit Eligibility The Patient Protection and Affordable Care Act gives eligible consumers the opportunity to purchase private health coverage through state and federal marketplaces through […]

Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets continue to surge as continuing unemployment claims data verify that some citizens are beginning to return to work in the U.S. Download our 6-2-2020 Coronavirus Crisis Chart Pack

Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every day there is something new coming from the Department of Treasury (better known as the IRS).  With so much fluctuating information and the news media […]

Our Investment Research Team’s latest update to the Coronavirus Crisis chart pack includes new cases drifting lower in the U.S., equity markets showing stability, and interest rates steadying. Download our 5-26-2020 Coronavirus Crisis chart pack

Are you looking for practical steps you can take to stay positive during this unsettling time? These videos can help you stay positive, stay grateful, and provide solid leadership to your family during this strange time.

Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations. “Should I claim my Social Security benefits before my full retirement […]

There is one investment formula which transcends asset classes and prevails across global markets: The intrinsic value of any security is equal to the net present value of future expected cash flows. This is an ever important formula to remember, especially now when many of our lives are in a current state of disruption.   Looking at […]