by Kelly Schmitt | Feb 22, 2019 | Uncategorized
Download the PDF here After a difficult and tumultuous end to 2018 for the markets, equities broadly rallied to start the New Year. The markets were buoyed by strong economic data at the beginning of the year, positive comments and developments related to trade and...
by Kelly Schmitt | Dec 21, 2018 | Investments
What if I asserted that 2017 was a more “abnormal” year for stocks than 2018 (YTD)? Would that surprise you? Bear with me for a moment and consider this: In 2017, the S&P 500 was up 21.83% and just about every market segment (size, style, geography) was up...
by Kelly Schmitt | Dec 18, 2018 | Investments
Download the PDF here With the holiday season upon us and decorations lining the streets, two colors seem to be ubiquitous: red and green. In the investment world, when looking at a color-coded return table or heat map, green often represents a positive return while...
by Kelly Schmitt | Nov 21, 2018 | Investments
Download the PDF here The U.S. Treasury Department has released details on proposed regulations involving the tax implications of certain investments in “qualified opportunity zones” (QOZs). These proposed regulations are in response to a provision included in last...
by Kelly Schmitt | Oct 25, 2018 | Investments
Download the PDF here “Distinguishing the signal from the noise requires both scientific knowledge and self-knowledge.” –Nate Silver In the past few years, we’ve had plenty of news to distract investors from what’s driving the markets. While headlines have been...