U.S. stocks bounced last week, particularly small cap names, and regained some of the soft losses experienced in the prior week. Small caps and energy stocks both gained well over 2% while defensive sectors such as utilities, telecoms, an [...]

Last week was eventually going to happen. The S&P 500 experienced its first 1% drop since 10/11/16, one percent declines typically happen every couple weeks. The failure in DC to produce any results on health care reform factored into [...]

A Qualified Charitable Distribution (QCD) is a direct transfer of funds and/or assets from your IRA custodian directly to a qualified charity. QCDs count toward your annual required minimum distribution (RMD) as long as certain rules are [...]

U.S. equity markets lost ground for the first time since January in a week that represented the eighth anniversary of the best buying opportunity in your lifetime, March 2009. A strong February jobs report was not enough good news to coun [...]

In a week dominated by a high profile FOMC meeting, it was non-U.S. stocks that stole the show. Markets seemed more concerned that the Fed would move something more than the 25 basis points they had indicated or that their meeting stateme [...]

Markets have been weighing the balance of potential renewed economic growth with expectations for rising interest rates. Last week we saw a series of strong economic releases which supports both the rising equity markets and interest rate [...]

In a shortened four day trading week, all major U.S. equity indices put up new record highs for a second consecutive week. Interest rates fell across the yield curve, signaling doubt on the willingness of the Fed to hike interest rates at [...]