September 08 2022

Investor Insights - September 2022

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 11.2 The Job Opening and Labor Turnover Survey, commonly known as JOLTS, showed that there were 11.2 million job openings in July, and only 5.6 million looking ...

August 04 2022

Investor Insights - August 2022

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers 9.22% The S&P 500 had a total return of 9.22% in July, the best monthly return since November 2020. -0.9% U.S. GDP declined at an annualized rate of 0.9% in t...

July 06 2022

Investor Insights - July 2022

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers 1970 The last time the S&P 500 lost so much in the first half of any year was in 1970. The S&P 500 has declined 19.96% so far in 2022 as inflation, the Fe...

June 07 2022

Investor Insights - June 2022

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers 6.6% The S&P 500 enjoyed a 6.6% return in the final full week of May, its best weekly return since November 2020. The rally helped the index avoid officially c...

May 26 2022

Which Plan Design is Right for You?

Many years ago, along with the birth of ERISA (Employee Retirement Income Security Act), a famous “rock” group posed a great question with the song lyrics “What’s The World Coming To?” With all that’s happening today, the question may now be apropos ...

May 04 2022

Investor Insights - May 2022

See our recap of April's key statistics and market commentary below.  Noteworthy Numbers 14.98% The S&P 500 Value has outperformed the S&P 500 Growth by 14.98% through the first four months of 2022, a striking reversal from the trend seen in ...

April 21 2022

Are You Using the Right Investment Vehicle?

One way to reduce your tax drag is to use more tax-efficient vehicles. By vehicle, we mean the format or type of product that you are using in your portfolio. For example, you can invest in the S&P 500 through several types of investment vehicles...

April 05 2022

Investor Insights - April 2022

See our recap of March's key statistics and market commentary below.  Noteworthy Numbers -5.93% The Bloomberg Aggregate Bond Index lost 5.93% during the first quarter, the third worst return it has had since 1980. Bonds suffered as interest rates ros...

March 30 2022

What is Tax-Loss Harvesting? How Can it Help Reduce Your Tax Drag?

Tax-loss harvesting is one of the most well-known tax tactics for investors. It is the process of selling an investment that carries an unrealized loss. The loss realized by the investor can be used to offset realized gains elsewhere. Additionally, u...

March 07 2022

Investor Insights - March 2022

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 100 The price of a barrel of oil crossed the $100 threshold in February for the first time since 2014 as the Russian invasion of Ukraine spiked commodity pric...