We have started working on our 4th quarter 2018 Market Commentary that will be published in the first two weeks of January. However, we wanted to share some thoughts prior to the holidays to help you better understand the recent market volatility to ease any fears you may have and so that if the… Read more »
The Macro View
US Treasuries – The 10-year treasury reached its peak closing yield thus far in 2018 on November 8. However, ongoing equity market volatility driven by trade concerns, coupled with more dovish language from Fed Chair Jerome Powell reversed the upward trend in interest rates as the month drew to a close. The spread between… Read more »
Conservative investors have historically invested in dividend-paying stocks to generate income and increase stability in their portfolios. The ability of these companies to pay a dividend is viewed as a sign of current financial strength and a forward-looking sign of positive expectations for growth and earnings, a perfectly reasonable assumption. However, many investors make… Read more »
US Treasuries – Treasury yields rose across the curve in October, continuing their rise to the highest level year to date. There was, however, a slight interruption in the middle of the month to this upward trend as volatility proved that Treasuries are still the beneficiary of a flight to quality during equity market stress…. Read more »
Good news for retirement savers in 2019, they will be able to save more. Today the IRS announced the contribution limits for workplace retirement plans and IRAs. See below for a summary of the changes. We will be working with our personal wealth management clients to make adjustments in the new year and helping… Read more »