why invest in bonds

Should I Invest in Bonds?

In an era of low-interest rates, I’m often asked: “Why would anyone own bonds?” Fear of owning bonds continues to remain prevalent as headlines scare people into thinking we’re in a so-called “bond bubble.” Yes, bonds may provide lower expected returns than equities, but they still have an important function in your portfolio. Here are 4 reasons why bonds still may make sense… Read more

Brian PerryBrian Perry
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July 2017 Economic Update

The Month In Brief June brought some definite headwinds to Wall Street, but the broad stock market still advanced. The S&P 500 added 0.48% across the month, even with tech shares selling off. As anticipated, the Federal Reserve raised the federal funds’ rate by another quarter point. Last month was a trying one for European stocks as well as oil and many… Read more

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June 2017 Economic Update

The Month in Brief May was another good month for stocks. The S&P 500 gained more than 1%, putting its YTD advance above 7.7%. While the housing market showed some spring weakness, hiring bounced back and most other important economic indicators did not falter. Wall Street seemed little troubled by politics, terrorist incidents, data disappointments, or earnings misses. Overseas, stock benchmarks largely… Read more

april 2017 economic update

April Economic Update

The Month in Brief Stocks went sideways rather than north in March, with the S&P 500 losing just 0.04%. The Federal Reserve made another quarter-point interest rate move, and overseas, the United Kingdom initiated Brexit proceedings. While new data showed weak consumer spending, consumer optimism remained high and hiring was once again strong. A subpar month for commodities did bring major gains… Read more

march economic update

March Economic Update

The Month in Brief February was a great month for stocks and a historic month for the Dow Jones Industrial Average. The blue chips closed at record highs for 12 straight trading sessions, a feat unmatched for 30 years. The S&P 500 gained 3.72% for the month. Readings on consumer confidence and purchasing manager indices remained impressive, and a key home price… Read more

february '17 econ update

February Economic Update

The Month in Brief Stocks advanced again in January. The Dow Jones Industrial Average closed above 20,000 for the first time, and the S&P 500 gained 1.79% on the month. As January ended, politics took center stage: investors focused first on the controversy surrounding President Donald Trump’s executive orders, then on earnings and economic indicators. As the forex market sensed that the… Read more

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January Economic Update

The Month in Brief While the Dow Jones Industrial Average did not top 20,000 in December, it did advance nicely, gaining 3.34%. The Federal Reserve took its interest rate target to 0.50-0.75%, adjusting the federal funds rate for just the second time in two years; around the world, other central banks held rates steady, and one even pledged additional easing. Oil prices… Read more

2016 Year-End Tax Seminar Recap

Our 7th annual Year End Tax Seminar was a huge success – thank you to those who attended. This year, the seminar focused on the likelihood of tax reform in 2017. Joe and Al addressed the major tax reform proposals from both Trump and the House GOP, then finished the seminar with year-end tax planning tips. If you missed the seminar or would… Read more

dec '16 econ update

December Economic Update

The Month in Brief November was certainly newsworthy, presenting investors with three historic moments. First, Donald Trump won the presidency in a stunning upset that confounded political analysts. Next, the stock market rallied spectacularly after receiving that unanticipated news – the Dow Jones Industrial Average repeatedly closed at all-time peaks, advancing 5.41% on the month. Finally, OPEC nations agreed to reduce oil… Read more

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Your Year-End Financial To-Do List

Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can you do to lower your 2017 taxes?… Read more

november '16 econ update

November Economic Update

The Month in Brief Bulls were reined in during October. The S&P 500 lost 1.94% as Wall Street responded unenthusiastically to the fall earnings season. Even though much of the economic news that emerged in October was good, investors saw an interest rate hike on the horizon and remained concerned about an increasingly controversial presidential race. Consumer confidence waned, but improved manufacturing,… Read more

tax deadlines

6 Important Deadlines for December 31st

With the end of the year fast approaching, it’s easy to get side-tracked when it comes to getting your finances in order. Don’t miss these six tax deadlines which you must complete before December 31st: 1. Deadline to Convert to a Roth IRA Recent tax law changes have enabled all investors to convert to a Roth IRA from existing retirement accounts. A Roth IRA provides… Read more