As of late November, U.S. stock markets have surged over 28% during 2013 and have achieved total gains of 175% since the 2009 market bottom *. As a result, we are realizing sizable capital gains and are expecting large gain distributions from equity mutual funds. While we actively manage taxable gains in our clients’ portfolios, investors should be prepared for higher 2013 investment gains. The combination of increased…Read More…
All is change; all yields its place
News & Insights
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December 2nd, 2013
December 2nd, 2013
What financial worries are keeping you up at night? Although physicians have the highest across the board income of any professional, most still worry about their finances. According to a recent AMA survey of physicians, their top financial worries are: Read more…
October 1st, 2013
It is impressive how resilient the U.S. equity markets have been. As of September 30th, the S&P 500′s year-to-date total return was 19.8%. Investors are balancing short-term headline risks against a positive structural framework of easy monetary policy and a slow-growing U.S. economy. Read more
September 30th, 2013
July 29th, 2013
In our last letter, we wrote that the catalyst for higher interest rates would be a steadily improving U.S. economy. While average GDP growth remains around 2%, the Federal Reserve is forecasting accelerating growth in the second half of 2013, prompting discussion of tapering bond purchases. This conversation created confusion in the marketplace, since unemployment and inflation remain…Read more