Enjoy this month’s edition that features updates on the treatment of charitable contributions under the new tax law and our privacy notice.
Enjoy this month’s edition that features a SUMMARY OF MATERIAL CHANGES for Moneywatch Advisors’ ADV, Brochure Part 2, a reminder about tax return reviews and a chart of the S&P 500 from 1955 to present.
Enjoy this month’s edition that features an update on the new federal tax law plus notes on the market’s performance during 2017 and the resulting capital gains impact.
Enjoy this month’s newsletter that features a holiday open house reminder, important TD Ameritrade year-end deadlines, the First Eagle Fund settlement and 2018 COLA figures for Social Security…
Enjoy this month’s newsletter where we share an initial analysis about President Trump’s tax reform proposal and an update on BlackRock floating rate income funds.
Enjoy this month’s edition that features the new Moneywatch Advisors logo and website plus our thoughts on potential impacts of the Federal Reserve’s plan to reduce bond purchases starting in October.
Enjoy this month’s edition that features a review of the stock market to date.
Stock Market: At the very moment this is being written the Dow Jones Industrial Average has just passed the 22,000 point mark – the most recent of 30 record-highs during 2017. The S&P 500 also hit new record highs in late July. Through the end of July, the S&P 500 was up nearly 9% from the day President Trump took office. For perspective, that increase has only been surpassed in recent decades by two other new administrations: George W. Bush’s first 6 months in office saw an increase of 20.7% and Barack Obama’s first 6 months in office saw an increase of 22.6%.