Death – no one wants to think about it and certainly, no one wants to talk about it; yet, it’s the one inevitable experience all humans have in common, after birth. With the recent passing of two very close clients and the unexpected passing of two family members, I...
U.S. equities notched another month of gains with the S&P 500 Index climbing 3.5%. The primary forces behind the rally remain better-than-expected corporate earnings, stability in the banking sector and a growing sense that, given low Treasury yields, equities...
Each year, the IRS sends out millions of notices to taxpayers. Some are informational only; others require a response. Not every letter means an audit and, in some cases, the notice you received could have been sent in error. In part because of staffing issues, the...
As we begin the second half of this year, let’s start with an overview of year-to-date performance patterns in the capital markets: The corporate bond market has returned around 2.6% The emerging-market bond market has returned 2.8% The high yield market has returned...
