Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris: While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
Performance Considerations: Diversification and Benchmarks January 31, 2022. By J.D. Wolfsberg: In covering the financial markets, the media often focuses on three prominent market indices; ‘The Dow’ ‘The S&P 500’ and the ‘Nasdaq’. These popular indices represent...
October 31, 2019. By John Wolfsberg: A recent Bloomberg article indicated many investors still do not have a clear understanding of the fixed income asset class. The behavior and characteristics of this asset class can certainly get complicated when digging through...
January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
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