Another week, another record high recorded for the S&P 500 Index. China was once again the center of attention, but this time it was a positive influence. The U.S. and China finally signed their Phase One trade agreement in Washington, D.C., on Wednesday. Markets are hoping this will result in less friction between the two […]
The first full week of the new year was full of potential volatility, but it continued with the trend of 2019 as the S&P 500 Index continued to grind higher. This is all despite geopolitical events that indeed could have launched a market decline. The week ended with December’s jobs report, which showed the fourth […]
Rather than review the shortened holiday week, let’s look back at 2019. Last year saw gains in just about every asset class. Even commodities posted a positive return, marking only their fourth year of positive performance for the decade. Bonds produced their strongest year of the decade, benefitting from the 0.77% drop in the 10-Year […]
Get organized Determine which assets may skip the probate process Probate for Small Estates Formal probate process PA Inheritance Tax Tables: 2020 Federal Estate Tax Table The process of settling an estate involves naming a personal representative, collecting estate assets, filling appropriate forms with the Register of Wills, notifying heirs, providing a public notice, paying […]
Last week continued the impressive run of the S&P 500 Index as it closed Friday at another all-time high. This time last year, we were in the midst of a fourth-quarter correction, which bottomed on Christmas Eve. A year later and we see fears from earlier in the year disappear, and the stock market trading […]
From elections in the UK to central bank meetings and finally an agreement on phase one of the U.S. and China trade deal, last week was packed with market-moving events. The announcement of a phase one agreement sent the S&P 500 Index to close at an all-time high Thursday and at one point, looked to […]
The soap opera that is the trade war continued with another episode last week when more potential tariffs were announced. Drama also ensued when President Trump announced a China trade deal could be postponed until after the 2020 Presidential Election. Fortunately, a solid jobs report was published Friday and helped the markets finish the week […]
Considering last week was a slow, holiday week and it marked the end of November, this week is going to be more of a month in review. After much anticipation of value stocks beginning a period of outperformance over growth stocks to end the third quarter, growth continued its bull market trend by outpacing value […]