Feeling the Love?

“Love comforteth like sunshine after rain.” —William Shakespeare

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With last week’s market volatility we want to reiterate our strategy of staying the course with your investments. We had several conversations with our clients last week to remind them that volatility is a normal part of the market cycles and also to give them the continued confidence that they are doing the right things.

If you have a friend or a family member who you think could benefit from the same high level of professional advice we would encourage you to have them contact us to see if we can help. 

We also want to remind you that global stock markets delivered robust gains once again in the fourth quarter, and for the first time ever, the S&P 500 rose every month of a calendar year (2017). We want to take this opportunity to cover two pertinent topics this month that may be on your mind: the new tax law and how it could affect you, and an enlightening piece that helps to demystify the cryptocurrency Bitcoin.

It’s easy to stay invested and stick with your plan with the record gains we’ve seen recently, but the fundamentals of sound, long-term investing remain no matter which way the markets are headed. Last week’s wild ride should be no different. We hope you enjoy this month’s blog post and we wish you all a Happy Valentine’s Day. 

Making Sense of Markets – Performance

Making Sense of Markets – Headlines

Last quarter’s video updates examine various performance data in both domestic and international markets, including low volatility and a look at block chain technology and crypto-currencies.

Understanding the New Tax Bill 

Confused about the new tax law? This summary sheds light on the changes for 2018 and what they may mean for you.

The Tax Plan Calculator

This tool will allow you to input your 2016 tax return information to see whether you will save or owe more under the new plan.  


To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin: Cryptocurrency from a sci-fi movie or a legitimate “store of value” alternative to cash? Whatever your view, bitcoin is garnering a lot of media and investor attention and has created a speculative frenzy. Though it is not issued by a central bank or backed by any nation state, some see potential in the currency’s blockchain technology. But some investors, unfortunately, have been sucked in by the hype and are trying to make a quick and highly-risky profit.

Try These ‘Love Hacks’ to Improve Your Marriage

Love is in the air. But in case the flame needs rekindling, here are some great ideas to help your relationship thrive in 2018. Discover how emotional “supply and demand” affects your relationship and which of these love hacks will work best for you.