Record Highs          Equity and bond returns were bountiful in the first half, buoyed by rising corporate profits, increased dividends, falling interest rates, and low inflation. This was a nice reward for patience following the 2018 market swoon.                             …

Beware of Forecasts The last six months remind us of an old saying that stock market forecasting is like singing. Most of us should only do it in the shower, where nobody will hear us. The first quarter of 2019 was the best quarter in ten years, following a dreadful fourth quarter of 2018 climaxed…

From Progress to Panic A “recession scare” swept through global stock markets in December, wiping out eleven months of moderate progress. Major indexes finished with negative performance, the most disappointing year for stock investors since 2008. Bonds posted break-even returns for the year, as interest income was offset by lower bond prices. Cash, with a…

Whether you’re approaching mid-career, eyeing retirement, or determining how to preserve and grow wealth for future generations, financial goals all have one thing in common: They’re easier to achieve if you have the right help. A strong wealth management partner can bring your financial vision into focus, and while firm reputation and personal chemistry go…

The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity. Among the many reasons to engage in charitable giving, it’s a great way to reduce tax burden while doing some good in the world. If you’re on the fence about it,…