Summertime tax savers

Summer may be one of the best times to review your taxes, because taking the time now could result in 2017 tax savings. Here are just a few tax-saving ideas to consider.

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June 2017 Market Insight

Resilience seems to be the keyword for the month of June. The month kicked off with stock markets reaching all-time highs, dropping down, and bouncing right back up to another new all-time high later in the month. Consistent with the pattern so far this year, US stocks, international stocks, and bonds continue to climb higher with strong momentum.

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Investment Update

2017 Q2In spite of many political twists and turns, stock and bond markets continued their winning ways in the second quarter of 2017. Stocks were led by international holdings despite troubling political headlines both in the United States and abroad

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SEC Shortens Equity Trade Settlement Days

Impatient stock traders: rejoice! Effective September 5, 2017, the SEC will shorten the settlement period for purchase or sale of stocks (equities), bonds, and exchange traded funds (ETF’s). Currently, it takes 3 business days for these types o

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Morningstar Investment Conference 2017 Recap

In April, I attended the annual Morningstar investment conference in Chicago. The conference provides financial advisors and mutual fund representatives an opportunity to gather together and discuss current events in our industry. Global economic upd

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