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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

Recent Market Volatility

Written by: Jim Kantowski, CFP®, CPA

 

After a period of relative calm in the stock market, investors have experienced increased volatility in recent weeks. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful. Watch this short video to dive a little deeper in to what we can expect and why it’s important to stay disciplined.

 

Nine Experts, Four Surprises, and One Million Dollar Bet

Written by: Jim Kantowski, CFP®, CPA

In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several examples during 2017 that provide perspective on what guidance investors may want to follow, or not follow, in order to achieve the long-term return the capital markets offer.

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