Third Quarter 2021 Key Takeaways The S&P 500 hit an all-time high during September However, the S&P 500 quickly sold off after the high due to concerns about the delta variant, the [...]

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

Second Quarter 2021 Key Takeaways Global equities continued to generate good returns, generally double digits for the first half of 2021 U.S. value stocks continue their strong outperformance [...]

First Quarter 2021 Key Takeaways Value stocks led the way during the first quarter of 2021 The S&P 500 gained 6.3% but large value returned 11.4% Small cap value returned 21.5% vs. large cap [...]

2020 will be a year we will never forget. From a global pandemic and civil unrest to an economic downfall that we continue to battle through today, it has been a challenging year that has [...]

It’s a little early for Halloween, as we are only in January, however we believe that a lot of the current action we are seeing in the stock market is going to come back to haunt many investors. [...]

Fourth Quarter 2020 Key Takeaways This year was a tragic one. Yet global stocks were up 16.3% for the year. U.S. stocks did a bit better, with large caps up 18.2% and small caps up 20.0%. [...]

This is the second time that we are writing about an election in only a three month period of time and hopefully the last time we write about an election for a while! This week, the people of [...]

We are sometimes asked why we can’t participate in all of the runup in the stock market when prices are going up. First, for many of our clients we are not trying to outperform the index with [...]

The American Institute of CPAs recently provided thoughts to employers and employees on the implications of remote working and tax implications that need to be thought about. We wanted to share [...]