Insights & News

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Article written by Charlie Jordan featured on FA-mag.com

In the wake of Donald Trump’s election as U.S. president, those of us in the financial and estate planning world are waiting to learn more about the fate of the estate tax. 

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Article written by Lisa Brown featured on Kiplinger.com

3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work

Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.

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Article written by Dave Polstra featured on CNBC.com

As we near the end of 2016, many people are deciding to make significant contributions to their favorite charities. With the stock market at record highs, those with investment portfolios have created a significant amount of wealth and may want to donate some of their wealth to help those who are less fortunate.

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Investment Commentary - Fourth Quarter 2016

2016 was an eventful and surprising year for investors.  Stocks sold off sharply to begin the year on recession fears, but recovered as economic data improved.  At the end of June British citizens voted to leave the European Union which created short-term volatility in the stock, bond and currency markets.  Then in November Donald Trump unexpectedly won the U.S. presidential election leading to a huge reversal in the stock market overnight.  Despite all the ups and downs, 2016 turned out to be a profitable year for diversified investors. 

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Investment Commentary - Third Quarter 2016

It was a record-setting quarter for bonds and stocks.  Shortly after the Brexit vote, the yield on 10-year U.S. Treasury bonds hit an all-time low of 1.37%.  A few days later the S&P 500 Index reached an all-time high. This is unusual as historically stock and bond markets tend to move in opposite directions.

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