Despite the pick-up in volatility at the end of January, risk assets continued their upward ascent throughout the month. Expectations surrounding the implementation of the newly passed tax reform bill and the weakening US dollar served as positive catalysts for the month.
With 39 percent of Americans feeling ill-prepared for retirement, according to the Employee Benefit Research Institute’s 2017 Retirement Confidence Survey, we are often challenged to come up with a solution to make saving easier.[1] Unfortunately, there are no easy solutions, and in the absence of u
In a widely anticipated move, the Fed increased interest rates by 25 basis points on March 15, 2017, the second interest rate hike in three months and there are talks of potentially two more raises this year.
After an extremely volatile quarter, the broad equity market indexes ended just about where they started. Risk assets began the year under heavy pressure, with the S&P 500 Index declining more than -10% to a 22-month low on February 11.
On this week’s podcast (recorded February 26, 2016), Bill Miller, CIO from Brinker Capital discusses the recent string of positive news, the hopeful outcome following the G20 Summit, and what still remains as cause for concern:
What we like: G20 Summit underway to discuss new policies intended to h
What we like: G20 Summit underway to discuss new policies intended to h
After three years of strong market returns, 2015 performance was relatively flat combined with higher volatility across most asset classes.
Uncertainty over the start of the Federal Reserve’s rate hike campaign, the possibility of a default in Greece and Puerto Rico, and the drop in China shares each weighed on financial markets in June, resulting in a quarter of flat to negative performance across most asset classes.
A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.
After pushing higher for most of July, the U.S. equity markets fell -2% on the last day to end the month in the red. Continued geopolitical concerns, a debt default in Argentina and a higher than expected reading on the Employment Cost Index could have provided a catalyst for the sell-off.
One in five adults admits to being a chronic procrastinator. Among college students, the number may be as high as seven in 10, which might explain those all-nighters.1 In the “real world,” you can’t always cram for finals.
In July 2014, the U.S. Securities and Exchange Commission (SEC) adopted new regulations designed to help prevent “runs” on money market mutual funds.1Vulnerabilities in the money fund market were exposed during the 2008 financial crisis.
The end of the year will be here before you know it, but there’s still time to take steps that may help reduce your 2014 tax liability. Here are some ideas to consider.
Increase tax-advantaged retirement contributions.
Increase tax-advantaged retirement contributions.
Whether you love ObamaCare or not makes no difference.
November 15th 2014 is a critical day that many people become eligible to buy an ObamaCare Health Insurance Plan.
November 15th 2014 is a critical day that many people become eligible to buy an ObamaCare Health Insurance Plan.
Concerns over an earlier-than-expected tightening by the Federal Reserve, increased geopolitical tensions and signs of a weakening global economy weighed on equity markets in September. Despite negative returns in July and September, U.S.
