What Could Go Wrong for Investors?

What Could Go Wrong for Investors?

As we meet with our clients, and with colleagues in the professional community, in the first few weeks of 2020, we’re often asked about our expectations for investment returns for the coming year. Now, you might think it would be easy for a professional investment...

The Growing Challenge of Home Affordability

For many young people across the country, the prospect of home ownership is becoming an increasingly distant dream. A recent Unison report found that it’s more costly than ever to purchase a new home, with coastal cities the worst affected. Nearly all large...

What Happened to My Tax Refund?

The 2017 Tax Cuts and Jobs Act (“TCJA”) changed tax withholdings for W-2 wage earners. Because the new law nearly doubled the standard deduction, employees had less withheld from their paychecks. The required withholding on bonus payments, vested...

Market Recovery … and Recession?

The first quarter of 2019 has ended and investors are breathing easier. After a bruising fourth quarter 2018 in which investors experienced double digit losses in the stock portions of their portfolios (the Dow Jones Industrial Average was down 11.3%, the S&P 500...