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.

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. 

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.