September Swoon After months of steady advance, stock prices broadly declined in September, with equity market benchmarks down 3-5% for the month. Notwithstanding this setback, equity indexes are up more than 10% for the year to date, nice progress for patient investors.  Prices of government and corporate bonds also fell in September, though these less…

Halftime Report Continuing economic growth, robust corporate profits, and low interest rates have been a very bullish combination for equity investors. As we write in early July, U.S. stock market benchmarks are near record highs, up more than 10% for the first half of 2021. Foreign stocks have also performed well, despite troubling infection trends…

For investors looking to make a difference with their dollars, impact investing is a great way to align your portfolios with your values. While impact investing is multi-faceted, this article specifically focuses on the opportunities to support gender diversity with your investments.  Studies have shown that companies with more gender diverse leadership have greater innovation,…

As any business owner knows, business in the past year has been anything but usual. Many have made the leap into owning a business for the first time during the pandemic, but after last year’s turbulence longtime business owners may be seriously thinking about moving on. From concerns about the Biden Administration’s proposed tax legislation…

The IRS recently announced the 2020 tax filing deadline extension to May 17, and many are taking advantage of the extension. Filing taxes is going to be quite different due to 2020’s unusual circumstances. In the past year, many either shifted to working remotely, started a business, or began freelancing for the first time. Having extra…