As the end of 2018 approaches, financial advisors and clients would be smart to focus on strategies to save taxes before the end of the year and into the New
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In the month of November global risk assets rebounded strongly as midterm election results came in about as expected, ending market uncertainty and Federal Reserve Chairman Jerome Powell stated interest
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In October financial markets sold off broadly with global stocks declining -7.49%, bonds -0.79%, and commodities down -1.97%. The United States, previously a safe-haven from imploding overseas markets, finally capitulated
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In December and January we wrote a market outlook that named 2018 as the “Year of the Bond Market” based upon our view that interest rates would rise more than
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September saw wide dispersion in returns with gains in Japan, S&P 500, U.K. and Developed International stocks up +5.68%, +0.57%, +1.05%, and +0.54% respectively while REITs, Small Caps, Real Estate
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