The Archives

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

May is here and Summer is just around the corner. Now is the perfect time to start planning a road trip to explore this great country of ours and see sights you have never seen before, or perhaps visit some old favorites. With some patience and some planning, you can

Let’s face it, the importance of a college education in today’s society is no big secret. In 2017, some 20.4 million students attended American colleges and universities, an increase of about 5.1 million since fall 2000[i]. There has been a 30% increase in college attendance

Quarterly Market Update - April 2018 Executive Summary * Global markets have sold off amidst a spate of disconcerting news. * We now live under a new tax regime and early analysis confirms our original assessment that most taxpayers will be better off, with three groups identified as clear winners. * The trade

Quarterly Market Update - January 2018 Executive Summary * The last year saw a strong shift in market growth with international markets outpacing the United States. * Tax reform will take time to fully understand, but currently it looks like most filers will benefit, particularly those who are married with children at

January 2018 – Tax Cuts and Jobs Act Update A note to our clients: In keeping with our goal of providing relevant and high-quality content we have sourced what we believe to be the most accurate representation of the coming changes to all our tax lives. This is a comprehensive update.