The Archives

First Quarter of 2017 - Snapshot of the Financial Markets

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This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a quarterly topic.

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The Secret to Buying Low / Selling High

Discover how dollar-cost averaging lets you buy low and sell high without timing the market—boosting returns by 8% through consistent investing strategies.

Fed Rate Cut Predictions

Breaking Down the OBBBA - Reason Top 10 List

Breaking Down the OBBBA: What the 'One Big Beautiful Bill Act' Means for Your Tax Strategy Signed July 4, 2025, the landmark tax legislation offers permanent extensions, temporary relief, and strategic incentives for individuals and business owners alike. The “One Big Beautiful Bill Act” (OBBBA), signed into law

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