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Tag: Dividends


Third Quarter 2016 Review

October 24, 2016

The S&P 500 finished up 3.31% for the quarter. All of the quarter’s positive performance was found in July, with the S&P 500 remarkably posting -0.12% in both August and September. After the initial move in early July, the S&P 500 experienced 43 consecutive days (mid-July through early September) without a 1% move in either direction, one of the least volatile periods over the past 20 years.

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The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

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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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