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The Wall Street Journal article published here discusses the potential impact of the mid-term elections for certain provisions of the recently enacted tax reform bill.

Please click here to view our Third Quarter 2018 Market Commentary.

Many of our clients are in the early stages of planning for retirement and concerned with their equity market risk during their retirement years.  We often advise clients to work with us to perform a comprehensive retirement income needs analysis and devise an appropriate asset allocation that will account for the potential damaging impact of a market decline at the outset of retirement.

Please click here to review our First Quarter 2018 Market Commentary.

The market correction of ~ 10% that began on Friday and has continued into this week was long overdue and foreshadowed in our most recent quarterly market commentaries.  Despite the startling headlines from around-the-clock market coverage, we do not feel that the current correction is an indication that we are entering a bear market for an extended period of time or that the economy is su

Recently, the Department of Labor passed new rules that hold certain types of financial advisors to a higher legal standard with respect to advice provided for retirement plans and investors. The DOL fact sheet can be viewed here.

The purpose of this commentary is to share briefly our views on some of the recent events that have impacted the capital markets in the United States. What appears to be a case of near market hysteria and panic should, as always, be looked at in perspective.

Equity markets have recovered in October after a steep correction in the third quarter. The S&P 500 fell approximately 7% in the third quarter due to uncertainty over the Federal Reserve and the path of interest rates, fears of an economic slowdown in China and an expected weak corporate earnings season.

The past two weeks have been historically volatile in the stock market, with the Dow dropping 1900 points before recovering more than 900 points in the span of about two weeks. Monday was particularly stunning as the Dow lost more than 1000 points, before recovering almost all of its lost ground, only to lose almost 600 points within one trading day.