Market Update for the Quarter Ending June 30, 2018

Volatile June for markets

June proved volatile, with earlier gains offset by later losses. The S&P 500 rose 0.62 percent, and the Nasdaq Composite gained 0.98 percent. The Dow Jones Industrial Average bucked the trend, declining 0.49 percent. For the quarter, the S&P 500 was up 3.43 percent, the Dow gained 1.26 percent, and the Nasdaq rose 6.61 percent.

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2018 Midyear Outlook: Will the Economy and Markets Keep Growing?

After the performance we saw last year, we had high hopes for the economy and markets in 2018, but the first half of the year was disappointing. Expectations softened as the stock market pulled back early in the year, economic growth slowed, and risks—largely in trade—rose. As we hit midyear, though, those initial hopes appear to be more realistic than they were even a month ago. 

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Is Your W-4 Withholding Accurate?

We all know that federal income taxes are withheld from our paychecks. But are you aware of the degree of control you have over how much is withheld? Here, we’ll discuss the importance of having an accurate W-4 holding, including how recent changes to the tax code present a unique situation for taxpayers in 2018. 

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Women to Watch: Help us find the next generation of female leaders

Nominations are open, and your participation can play into the bigger picture of advancing our industry

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Market Update for the Month Ending May 31, 2018

Mixed May for markets

U.S. equities and fixed income rallied in May while foreign stocks declined. The Dow Jones Industrial Average was up 1.41 percent, the S&P 500 Index gained 2.41 percent, and the Nasdaq popped 5.50 percent.

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Tax Planning Doesn't Stop on Tax Day

Studies show that a tax-efficient approach to investing can boost incremental after-tax returns

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