The Market Digest

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Sharing our views on topical and current events is done weekly in a condensed, easy to follow newsletter we call The Market Digest. In this piece, we provide an update on the performance of major equity indexes and highlight pertinent economic developments. We invite you to browse through some of our recent newsletters below.

Market Digest

1.31.18 Keys to Investment Success
1.24.18 It’s Not ALL Bad News
1.17.18 Education Savings and the New Tax Law
1.10.18 Capital Markets Review, Fourth Quarter, 2017
12.27.17 Happy New Year
12.20.17 Reward Without the Risk?
12.13.17 Too Good To Be True?
12.6.17 Year End Reminders
11.29.17 Growth Story: Vanguard
11.15.17 Thankful
11.8.17 Questions to ask your financial advisor
11.1.17 Seeing Stars
10.25.17 Halloween is Frightfully Lucrative
10.18.17 ETFs: Could they cause the next financial crisis?
10.11.17 Wealth Creation Confined to Just 4% of Publicly Traded Stocks
10.4.17 Tax Reform: Let the Negotiations Begin
9.27.17 Seeking Cover: Discussion of Current Geopolitical Events
9.13.17 Examining Risk in the World of Big Data
9.6.17 When Will This Market Turn?
8.30.17 Labor Day Festivities
8.23.17 Are You Off-Target?
8.16.17 A Lock Up Disguised As A Loan
8.9.17 Everyone’s A Buy-And-Hold Investor (For Now)
8.2.17 August Bucket List
7.26.17 A Closer Look at U.S. GDP
7.19.17 All-Time Highs
7.12.17 Bring Your Financial Picture into Clear Focus
7.4.17 We wish you a Happy 4th!
6.21.17 Location, Location, Location
6.14.17 The Cost of Market Timing
6.7.17 Premium Bonds Offer A Compelling Story
5.31.17 Aligning Your Investments with Your Life Goals Helps Reduce Risk
5.24.17 Remembering Our Fallen Heroes. Memorial Day 2017.
5.17.17 Life Expectancy in the United States? Depends.
5.10.17 Morgan Stanley to Drop Vanguard From Offerings
5.3.17 Bubble Territory? 2000 vs. 2017
4.26.17 Herd Mentality: 10 Stocks Are Driving Returns
4.19.17 Indexes Beat Stock Pickers 82% of the Time
4.12.17 Finding Normal
4.5.17 Focus on Philanthropy: Girls Inc.
3.29.17 Looking for Higher Yield? Consider Bank Loans
3.22.17 With Stock Valuations Rising, Are We Close to Recession?
3.15.17 Forget Lego Batman. The Best New Minifigures of 2017 Are Female NASA Heroes.
3.8.17 Just How Expensive Are Stocks?
3.1.17 Tax Time: IRAs
2.22.17 Cross-Asset Correlations Down Sharply
2.15.17 Executive Order on Sanctuary Cities: Impact on Municipal Bonds
2.8.17 Why Bother to Act In a Client’s Best Interest?
2.1.17 The Other Big Game

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