Economic & Market Update

Executive Summary * Stock markets plummeted, the global economy came to a screeching halt, and the government gave out a LOT of money. * There has been a lot of activity in our portfolios as we have performed ongoing rebalancing and tax-loss harvesting. * There are financial strategies, such as a Roth Conversion,

Executive Summary * Stock indexes posted incredible gains this year, shaking off persistent fears of a global slowdown and trade wars. * Domestic growth prospects are favorable for the time being, but there may be structural problems coming in the form of declining global populations. * Congress passed the SECURE Act and it

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 impact of globally diversified portfolios and features

EXECUTIVE SUMMARY * Market performance has been strong, but volatility has made it hard to rest easy. * Trade policy uncertainty is taking a toll on global and domestic growth while we wait and see what decisions are finally made. * The Federal Reserve is taking an accommodative monetary policy stance to stimulate