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Preparing for Race Day

Written by: Jim Kantowski, CFP®, CPA

Financial Planning

 

Why Should you Diversify?

Written by: Jim Kantowski, CFP®, CPA

Financial Planning, Investment News

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI Emerging Markets Index returned 0.78%. As US stocks have outperformed international and emerging markets stocks over the last several years, some investors might be reconsidering the benefits of investing outside the US.

Fourth Quarter Market Review - 2018

Written by: Jim Kantowski, CFP®, CPA

Investment News, Tax News

 

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a −4.4% return for the S&P 500 and −9.4% for the MSCI All Country World Index for the year. You can read more about performance in our Q4 market review.

Charitable Giving under the Tax Cuts and Jobs Act

Written by: Samantha Winogrond, CPA

Giving Back, Tax News


2018 Fish for A Cure - Over $500,000 raised!

Written by: Jim Kantowski, CFP®, CPA

 

Hatch This was a success!

Written by: Samantha Winogrond, CPA

 

3rd Quarter Market Review

Written by: Samantha Winogrond, CPA

Investment News, Tax News

The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report here.

2018 Q2 Market Review

Written by: JSK Financial

Investment News

Download the 2nd Quarter Market Review here.

JSK Supports Radcliffe Creek School

Written by: JSK Financial

 

Fish for a Cure Check Presentation

Written by: Jim Kantowski, CFP®, CPA

Giving Back

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