In Case You Missed It: What the Stock and Markets are Telling Us
OK, let’s be honest, we never really know what the stock and bond markets are telling us in real time. This is because the economy and the financial markets are complex, chaotic systems that defy short-term prediction or analysis. It is only after the fact, with the benefit of hindsight, that we know what the signal meant. Having said that, we can still harness economic theory to tell us what “might” be going on. Read on for our thoughts on the theories for recent market volatility.
Save the Date for Our Live Webinar: Post-Election Direction
The final 2017 income tax deadline has come and gone. For those who filed for an extension, we would like to kindly request that you send us a copy of your 2017 federal and state returns to help us better serve you through the remainder of the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from Client to Client but may include analyzing Roth conversions, updating retirement capital projections, calculating tax projections, and tracking tax data that can impact investment decisions. You may send the documents to us using any of the secure methods described here.