The first quarter of 2016 witnessed a wild start to the year with financial markets experiencing extreme levels of volatility. Investors exited risk assets early in the quarter to seek the safety of U.S. Treasuries as concerns over global growth (driven by weakness in...
An unexpectedly strong March rally allowed the U.S. equity markets to recover from double digit losses earlier in the year and finish marginally positive. For the quarter, the benchmark S&P 500 gained 1.35% while the Intelligent Index Model Portfolio advanced...
Do your thoughts seem to compile and reorganize during your drive home from work? And why is it that your To-Do list seems to triple the moment your head hits the pillow? Managing Principal Jennifer Wolfsberg addresses these daily troubles and provides the solution...
June 7, 2016. By Matthew Okaty, J.D.: At the beginning of 2016, there was a lot of excitement in financial news regarding mergers and acquisitions (“M&A”), as 2015 was a record breaking year for M&A transactions, with $3.8 trillion being spent...
April 13, 2016. By Olga P. Okaty, CFP®, Director of Financial Planning: As you may have read in our Financial Planning Update last December, a very popular Social Security claiming strategy known as “file-and-suspend” is expiring next month, and the filing deadline to...
