In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
The stock market got off to a slow start this week, but Fed Chair Janet Yellen's semiannual testimony before Congress sparked a rally in the midweek session that lingered all the way into Friday's closing bell.
We’ve had a nice run in the stock market the last couple of years, so inevitably there has been much discussion in the news recently about the new nominal highs.
The S&P 500 settled into a sideways trend, drifting alongside its unchanged mark, as investors lacked conviction to decisively move the market one way or the other.
Johnny Depp knows how to burn cash! While you may not be burning through a couple million each month, it’s important to consider your financial habits.
Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.
July 28, 2017 Weekly Market Recap