July 23, 2018 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.Read more
July 23, 2018 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.Read more
July 23, 2018 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.Read more
June 22, 2018 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 industryRead more
June 22, 2018 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.Read more
June 22, 2018 Tax Planning Doesn't Stop on Tax Day
Studies show that a tax-efficient approach to investing can boost incremental after-tax returnsRead more