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Tag: Capital Gains


2015 Market Review & 2016 Outlook

January 4, 2016

2015 proved to be a very challenging year in the market. The S&P 500 dropped 0.7% in 2015. This broke some major historic trends.This was the first time that a year ending in “5” declined since 1885 (this is not a typo). It is also only the second time since 1939 that the S&P 500 experienced a loss during a pre-election year.

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New Legislation for 2013: How it Affects You

January 1, 2013

As we have discussed in prior e-mails, the United States was set to plunge over the "fiscal cliff" on New Year's Day if Congress failed to act. Bi-partisan business as usual in Washington D.C. brought us to the brink of a major financial crisis. Thankfully, a deal was made that averted the crisis and made the majority of the Bush-era tax cuts permanent.

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Politics, Taxes, and the Markets

August 15, 2012

We got a lot of feedback from last week’s e-mail asking about the Bush Tax Cuts and what would happen to the markets if nothing is done to extend them. This led me to the logical tie into politics, given that this is an election year and the bipartisan..

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