January 2018

Highlights of the Tax Cuts & Jobs Act

19424094_s.jpg by Thomas Rueger, CFP®

As everyone knows, President Trump has signed into law the first major tax reform in more than 30 years. These changes go into effect for the 2018 calendar year. This means that they won’t have any effect on your 2017 tax return that you will soon be filing, but it could impact decisions that you make in 2018. Here is a quick overview of the key provisions.

Monthly Markets Memo - January 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

The U.S. markets are off to an exceptionally strong start for 2018, with the S&P 500 hitting a string of new highs over the first several weeks.  International markets, both developed and emerging, are keeping pace thus far.  Unlike the S&P, the broad international market indices of both developed (EAFE Index) and emerging markets (MSCI EM Index) have a way to go to make new highs, as neither has exceeded the highs made prior to the financial crisis. 

Market Minute - January 18, 2018

Market Minute Final Blog.pngby Scott Rosenquist, CFA

FACTOR INVESTING

The concept of factor investing is well known and includes years of academic research.  The objective is to find ways of constructing portfolios using factors compared to market capitalization which is how most major indices are built (ex. S&P 500). Factors are attributes that help explain sources of risk and return in the financial markets.  There are two categories of factors: economic and style. 

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