Insight Blog

Third Quarter 2017 Market Review

Despite its reputation as the worst seasonal period for stocks, global stock markets rallied in the third quarter. Our portfolios benefited from the very strong relative and absolute performance of international and emerging-market stocks as well as actively managed, absolute-return-oriented bond funds.

Third Quarter 2017 Investment Commentary

In this quarter’s commentary, we highlight a few of the positive global economic indicators in support of a synchronized growth recovery. As always, there are significant uncertainties, but we believe maintaining a long-term perspective is key to long-term investing success.

Using Tax-Efficient Strategies to Retain More of Your Wealth

As of October 2017, there are certain tax proposals on the table that might impact 2018 tax law for individuals. In light of these potential tax changes, we wanted to highlight some planning techniques to consider, along with our traditional year-end guidance.

Equifax Breach and Cybersecurity

The overarching issues raised by the Equifax hack are the very real and growing threats of cybercrime and identity theft. Here is a summary of the guidance we have been sharing with clients as they work to protect their identity and finances.

Don’t Believe Everything You Read

The media—print, television, and the Internet—are the main sources of information for the average investor. All of these sources have become intertwined with our daily lives, and we (mostly) trust the information they provide us is accurate and trustworthy.