February 2016 Investment Update

Equity markets faltered in the first half of February before amassing some positive momentum in the later half of the month, buoyed by an increase in oil and an unexpected positive revision to. . .

Year-end Legislative Changes

Congress was very busy as 2015 came to a close. First, with essentially no warning and no hearings, the rules governing Social Security benefit claims for married couples were overhauled. . .

Chasing yield

The reason that the Bernie Madoff investment fraud continued for so long is that he didn’t promise investors that they would get rich quick. He promised steady returns without risk. An offer of. . .

January 2016 Investment Update

Equity markets began the year in disappointing fashion, experiencing their worst start since 2009. In recent months, stocks have exhibited a higher-than-normal correlation with the price of. . .

Investment Overview: 4th Quarter 2015

U.S. Gross Domestic Product, which measures the overall output of goods and services produced in the economy, rose at an overall rate of 2.0% in the third quarter of 2015. The figures released by...

December 2015 Investment Update

U.S. GDP rose at an overall rate of 2.0% in the third quarter of 2015, representing a slight downward revision from the previous estimate of 2.1%. U.S. economic growth remains stuck in low-gear . . .

November 2015 Investment Update

After a healthy dose of volatility in August and October, the markets were fairly calm in November, with all three major indices ending the month near where they began. Third-quarter GDP was revised..

October 2015 Investment Update

After spending much of August and September in the red, equity markets staged an impressive comeback in October. The three major U.S. averages each rallied more than 8% for the month and are now . . .

September 2015 Investment Update

The U.S. economy picked up steam in the second quarter after a weak first quarter in which harsh winter weather, west-coast port strikes and a strong dollar negatively affected output. Real GDP...

Investment Overview: 3rd Quarter 2015

The U.S. economy picked up steam in the second quarter after a weak first quarter in which harsh winter weather, west-coast port strikes and a strong dollar negatively affected output. Real GDP. . .

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