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November 2019 Fund Performance Report

Posted on December 13th, 2019

November 2019 Fund Performance Report
November Markets Performance The stock market delivered another strong monthly performance for the start of holiday season in November 2019. Markets continued to benefit from investor optimism in US-China trade negotiations and were also boosted by strong economic numbers bolstering confidence in the domestic economy. The holiday season also traditionally provides further uplift to stocks […]

China Buying Less US Farm Goods

Posted on December 10th, 2019

China Buying Less US Farm Goods
China is the largest export market for U.S. agricultural products, with over $28 billion of exports in 2017. Agricultural exports to China have largely been increasing over the past two decades, with a 700% increase from 2000 to 2017. Agricultural products exported to China include soybeans, cotton, pork, corn, and wheat. Soybeans in particular are […]

December 2019 Economic Snapshot

Posted on December 6th, 2019

December 2019 Economic Snapshot
Markets have been undermined for weeks by the uncertainty of a phase-one trade deal outlined by U.S. and Chinese trade delegates. Optimism for a probable U.S.-China trade deal stemmed from the progression toward a phase-one deal that might include a rollback of certain tariffs by both the U.S. and China. Global equity markets continued to […]

Why Prenups Aren’t Just for Millionaires

Posted on December 4th, 2019

Why Prenups Aren’t Just for Millionaires
Does talking about prenuptial agreements make you uncomfortable? For many of us, the answer is “yes.” Realistically, signing a prenup doesn’t mean that your marriage is doomed or you don’t trust each other. It means you’re wise enough to plan for the worst even as you’re striving for the best. Even though marriage is based […]

Social Security Payments Increasing By 1.6%

Posted on November 28th, 2019

Social Security Payments Increasing By 1.6%
Social Security recipients are due to receive a modest increase in benefit payments payable in 2020. But for many recipients, the increase in payments will go towards higher Medicare costs. The increase will affect over 63 million Americans receiving Social Security benefit payments. The Social Security Administration announced a 1.6% increase in benefit payments effective […]

What Prices Have Changed The Most

Posted on November 26th, 2019

What Prices Have Changed The Most
Government agencies compile and track prices on a multitude of products from various sources. Dramatic price swings help economists determine who may be influenced and how the overall economy may be affected. Price changes on certain products tend to affect a larger portion of the population more so than other products. Over the past year, […]

Tax Actions To Consider As The Year End Approaches

Posted on November 21st, 2019

Tax Actions To Consider As The Year End Approaches
The Tax Cuts & Jobs Act passed in 2017, brought about various tax changes that affected most individual tax payers. Following are various changes to consider as we reach the end of the year. Withholdings & Estimates Withholdings and estimated taxes should be verified before year end, as the IRS withholding tables have been unclear […]

Japanese Exports Fall

Posted on November 19th, 2019

Japanese Exports Fall
One of the world’s biggest exporters, Japan, released data that showed a drop in its exports for the 10th consecutive month. Japanese exports include optical lenses, ships, automobiles, and high-end machinery. Two major buyers of Japanese products, China and the United States, saw a decline in demand for Japan’s exports. Data from the Japanese Ministry […]

November 2019 State of the Market

Posted on November 18th, 2019

November 2019 State of the Market
November Market Performance This month has seen the major stock indices push higher past their all-time highs, extending the longest and largest bull market we’ve ever seen. This movement higher comes on the shoulders of a strong October that set a positive investor sentiment and uncapped the market, allowing it to overcome headwinds that had […]

October 2019 Fund Performance Report

Posted on November 14th, 2019

October 2019 Fund Performance Report
October Markets Performance The month of October bucked its sinister reputation this year and delivered strong performance from equity markets. These gains were primarily a result of rising optimism around the US-China trade war and diminishing fears of domestic economic weakness. Market optimism was also buoyed by positive developments in Brexit negotiations and investors’ faith […]

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