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The Market Sell-Off and Coronavirus: An Investor’s Perspective

Investors have now experienced their first disruption of the year: The Coronavirus. The investing experience is no stranger to unexpected surprises and on Monday, February 24th, all three major equity indexes fell over 3%. The -3.35% return for the S&P 500 was the worst daily performance since February 2018.

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Filing 2019 Income Taxes and Planning for 2020

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients.

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Quarterly Economic Update 2019

During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade. This helped many of the major indexes to recoup a good portion of the losses that they suffered in the final months of 2018.

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Helpful Information About the Recent Market Volatility

For a variety of reasons, October started the return of heavy short-term market turbulence and volatility. This has made it challenging for many investors. Since hitting their all-time highs, the Dow Jones has also seen correction territory (defined as a decline of more than 10%). The S&P 500 has also hit correction territory with a drop of over 10% from its all-time intraday high, and the technology heavy Nasdaq Composite has seen tougher times with declines of over 15% since hitting its peak. Clearly, many investors may be worried, so here is some timely information that may be helpful.

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The Draft 1040: Adjusted for the Tax Law Changes

In 2017, Congress passed the largest piece of tax reform legislation in over three decades. To conform to the changes that need to be implemented due to this new Tax Cuts and Jobs Act, the IRS released over 50 drafts or revised forms and schedules on its website in June. The most anticipated one was the 1040, U.S. Individual Income Tax Return form. As promised, the “postcard” size was achieved, and Form 1040 was reduced to one double-sided half page, as compared to the previous two full pages. The objective was to simplify the tax reporting process for many taxpayers.

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Quarterly Economic Update · Second Quarter 2018

The second quarter of 2018 contained ups, downs and tariffs. Equity prices were very volatile as investors seemed to back off of many industrial heavyweights, while favoring large technology companies. Although the tensions of trade wars, tariffs, political uncertainty in the Eurozone and slowing momentum in the global economy surfaced, many indexes seemed to finish the quarter slightly higher.

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