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I believe that most market trading days and weeks take on a theme.  These “stories of the day” can be significant, like a major merger announcement or a Fed rate decision.  Other times, a relatively minor or seemingly innocuous story can take over the day, particularly if trading volume is low and the news cycle … Continued

When entering retirement, the question of how to structure income can be the most influential factor in determining a family’s long-term financial well-being.  Several factors such as income source, inflation, and sequence of returns present risks and opportunities for retirees.  Today’s Atheneum discusses how we might explore retirement income with John and Jane Smith.  They … Continued

Last Thursday we hosted a conference call to discuss 2018 changes to the tax code and how they might affect our clients.  For your convenience, we’ve included an outline of topics discussed below.  As a reminder, this is our current interpretation of the new tax law changes; further IRS guidance will become available throughout the year.  If … Continued