Gauging Market Volatility

2018 reminded investors how volatile markets can be with 64 of the 252 trading days resulting in a market movement (measured by the S&P 500) of greater than 1%.

Post-Election Tax Outlook By Michael Peters, CPA, CFP®

As the dust settles from the presidential election, tax reform becomes a major objective.  While uncertainty remains around the details, the results of the election seem to suggest a very real likelihood of significant tax reform in 2017.  

Seeking Stability in a Volatile World

It is difficult enough to process all of the information that we are bombarded with each day but even more so when the problems and outcomes happen at light speed. Traders with the savvy and skill to deal with volatile markets may enjoy this, but we know that there is little we can do to assuage our uneasiness.

Should You Have a Living Trust?

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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