Archive for March 2019

Pros And Cons of Municipal Bonds

U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains. In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative…

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Responsible Investing Options Keep Sprouting

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on environmental, social and governance (ESG) issues have also doubled since 2014. RI used to suffer under the guise of a do-good passion project or something…

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2019 Market Prognostications: What The Experts Say

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s common for the market to yield at least some “winners” and “losers” among asset classes each year, this was a significant phenomenon that hasn’t occurred…

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Tax Update

Tax season is upon us, and it’s time to figure out if and how changes brought by the Tax Cuts and Jobs Act will affect you. Bear in mind that adjustments have been made in each of these areas: Individual tax income brackets and tax rates Standard deduction (doubled) Personal exemptions (eliminated) Child credit (increased)…

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