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Market News

Quarterly Economic Update: Q2 2019

June’s Improved Optimism on Trade Helps Buoy Risk Assets Despite Mixed Economic Signals Fed appears poised to cut rates for first time since 2008. The second quarter is done and dusted, but market participants and futures markets appear to…

Estate Planning Financial Planning

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history…

Market News

Global Manufacturing Downturn Worsens, Recent Data Show

Earnings for some sectors may be impacted. Despite some diffusion of trade tensions at the weekend’s Group of 20 meetings in Japan, purchasing managers’ activity from around the globe indicates that economic growth is slowing. For the third month…

Market News

Market, Macro Forces Support Recent Gold Rally

Gold prices reached six-year highs this week as key market and macro factors that have been brewing in recent weeks came together to help boost the precious metal’s allure. Heightening tensions between the U.S. and Iran, continued uncertainty about…

Financial Planning

Tax Moves to Consider in Summer

Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings…

Retirement

The SECURE Act and Traditional IRA Changes

What is it? How might it affect retirement strategy? If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate,…