This fall, the Senate and House released proposed legislation that would dramatically alter taxes in the United States.  Both bills have to pass through a number of steps before potentially becoming law. In the meantime, many people have questions about how the changes could affect them. Read on to learn more about the following tax […]

As the holiday season progresses, the markets continue to impress.  Last week, many energy, financial, and industrial sector stocks helped drive performance.  Hitting record highs yet again, the S&P gained 0.35%, and the Dow jumped 0.40% for the week.  Meanwhile, the NASDAQ fell slightly by 0.11%, and the MSCI EAFE rose 0.08%. Click here to […]

Markets went for a wild ride last week-especially on Friday.  In fact, on December 1, the S&P 500 had its largest fluctuations since the day after the 2016 presidential election. Nonetheless, two of the major domestic markets hit new record highs on Thursday and ended the week with sizable gains. Click here to read the […]

When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions of people throughout the United States. In fact, current estimates show that approximately 1 in 6 children from age 3 to 17 have at least one developmental disorder.[1] Any parent […]

Last week was a relatively quiet time in the domestic markets.  We did not receive a tremendous amount of economic data, and trading halted Thursday for the Thanksgiving holiday.  Nonetheless, all 3 major domestic indexes experienced sizable gains in only 4 trading days.  By Friday, the S&P 500 added 0.91% and closed above 2,600 for […]

Domestic stock performances varied last week, with the S&P 500 and Dow losing ground for the 2nd straight week, while the NASDAQ posted gains.  By Friday, the S&P 500 had dropped 0.13%, the Dow gave back 0.27%, and the NASDAQ gained 0.47%.  International stocks in the MSCI EAFE stumbled, dropping 0.67%. Click here to read […]