January 2019

An Overview of the Tax Changes for 2019

Scan Alert Image.jpg by Tom Rueger, CFP®​

By now everyone is aware of President Trump’s Tax Cuts and Jobs Act that overhauled the tax code and generally lowered corporate and individual income tax rates beginning with the 2018 tax year. Following is an update of those changes as they will apply to the 2019 tax year (to be filed in April of 2020).

Monthly Markets Memo - January 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Fed raised interest rates as expected in December.  Investors were expecting the Fed to pause any additional rate increases after December’s move, but the Fed forecasted two more rate increases in 2019.  Investors were concerned that continued rate increases could spell trouble for the economy as it was already starting to show some potential signs of slowing. 

Market Minute - January 15, 2019

by Scott Rosenquist, CFA

2018 Recap

The financial markets finished down last year across almost every major asset class.  You know it was a difficult year when cash was the best performing asset.  The year 2018 was almost the exact opposite from 2017, when all asset classes were positive, and cash was the worst performer.  This is quite unusual to say the least. 

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