Tax Law Changes & How They Impact You
Chance are you have heard plenty of commentary on the new tax plan and its high level impact on jobs and the economy. However, for most Americans, the remaining question is how the new legislation will directly impact them. To…

2017 Annual Market Review
After a strong 2017, investors wonder what the year ahead will bring 2017 was an outstanding year for U.S. equities, with all 3 major indexes – Dow Jones, S&P 500 and NASDAQ – up nearly 20%. While there is little…

November 2017 Monthly Outlook
Economic Commentary: The economy’s forward momentum remains in place as we approach year end. Worker productivity (the highest in three years), retail trends (including vehicle sales, which were helped by Black Friday deals and strong consumer confidence), and activity in…

October 2017 Monthly Outlook
Economic numbers were mixed as a recovery in orders for durable goods, a nice comeback in retail sales, and a reassuring outlook from the Federal Reserve were offset by a drop in housing starts and mixed trends in home sales.…

August 2017 Monthly Outlook
Economic Commentary: The U.S. economy presented more mixed results than have been seen in the previous few months, though the overall picture still appears quite healthy. New home sales dropped 9.4% in July, while sales of previously owned dwellings dipped…

July 2017 Monthly Outlook
Economic Commentary: The past few weeks have seen notable recoveries in housing starts and building permits (up 8.3% and 7.4%, respectively in June), causing stability in new and existing home sales, a solid upswing in consumer confidence, and a better-than-expected…

Second Quarter Market Review
Q2 records another solid performance for the major asset classes – stocks, bonds and real estate all rewarded investors to close the first half of 2017. The S&P is up over 9% for the year while the Aggregate Bond Index…

May 2017 Monthly Outlook
Economic Commentary: The first half of 2017 is likely to close with a flourish. Growth should rebound this quarter following a slow first quarter in which the economy—under duress from weakening demand for autos, a falloff in usage at the…

First Quarter (2017) Market Review
The first quarter of 2017 saw a continuation of the stock market rally. Despite the pull-back that occurred in March, the market posted very positive results and finished the first quarter with a total return of 5.93%. Bonds and real…

February 2017 Monthly Outlook
Economic Commentary: Thus far in 2017, there seem to be more tailwinds than in recent years with the absence of weather-related issues and the falling commodity prices seen in 2016—most notably oil. Capital investments in the energy sector are rebounding…