With tax season upon us, Senior Advisor Chris Wheaton takes a few minutes to introduce some tax planning ideas that our wealth advisors have been exploring with clients. We utilize these and other tax-minimization strategies in our year-round pursuit to maximize our clients’ after-tax returns and grow their wealth.
Investment Key Takeaways—First Quarter 2019
Our portfolios generated strong performance for the first quarter, benefiting from the rebound in financial markets as they reversed much of the market downturns from fourth quarter 2018. The first quarter was a strong period for equities around the world. Bond markets and certain alternative strategies also performed well.
Commentary from Our Chief Investment Officer—First Quarter 2019 Review & Outlook
The market rebound was due more to a shift in Fed monetary policy than any meaningful improvements in the economic fundamentals. Our portfolios have exposure to a wide range of investments that will particularly benefit if global growth continues.