December 2019

Monthly Markets Memo - December 2019

World Money Small.jpgby Dan Zalipski, CFA 

We are days away from closing out the first decade in U.S. history without a recession.  From a market perspective, the past ten years have been truly remarkable.  The decade began with the U.S. emerging from the financial crisis in the midst of unprecedented market intervention and monetary policies. 

An Overview of the Tax Changes for 2020

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

After a couple of years of more substantial tax changes, things have settled down quite a bit and there are really only a few “Updates” as we head into 2020. This is an overview of the updates that will apply to the 2020 tax year (return to be filed in April of 2021).

Market Minute - December 10, 2019

by Scott Rosenquist, CFA​

This year is on track to be great for most financial asset classes.  Domestic and foreign equity markets are up double digits through the end of November and the broad fixed income market is up high single digits.  This is almost the exact opposite of what investors saw last year when cash was a top performing asset.

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