First Quarter Market Review

We are pleased to present you with the 1st quarter market review.  After a number of consecutive quarters of positive returns for stocks, the market finally took a step back in the first three months of 2018.  The linked report details the performance of the various stock and bond asset classes and shows the effect of a diversified portfolio…

Continue Reading

Summary of the New Tax Bill

In December 2017, Congress passed far-reaching tax legislation, which takes effect in 2018. The tax bill features many changes that may affect individuals and businesses, and it’s important to understand what is changing and how it may affect you. As with any tax-related topic, this is meant to give you an overview of the changes, but your…

Continue Reading
Close Menu