If you were to check the financial markets right now, you’d think that nothing happened in 2015. As of this writing, the yield on the bellwether 10-year Treasury bond sits almost exactly where it started the year. The S&P 500 returned about 0% from where it...
As we close out 2015, here are year-end moves that will make that April tax deadline less painful. If you’re a high income earner and/or have certain types of income, you may be subject to the net investment income tax discussed in more detail below. Single taxpayers...
It has been about six years since the market hit its lows during the great financial crises. While many investors are celebrating gains from the bull market that has occurred since, they forget the preponderance of gains simply got them back to even! Several notable...
Risk taking has returned to the markets with Russia settling down, Greece kicking the can 4 months down the road, and European economic data coming in better than expected. As a result, the global equity markets continue to lift with many of the major indexes setting...
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...
