By month’s end, most US broad equity benchmarks had touched new all-time highs more than once with the exception of indexes tracking small capitalization companies.
Q3 2021 Market Comments
Volatility increased dramatically after several months of lackluster activity. This year, September lived up to its historical reputation as the worst month for equities.
The Budget and the Debt Ceiling: Federal Spending in the Crosshairs
On September 28th, Treasury Secretary Janet Yellen informed Congress that the government will be unable to pay all of its bills if Congress does not raise the debt ceiling by October 18th.
Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
Is Your Financial Advisor A CPA?
Choosing an advisor who is also a CPA is an easy way to ensure your advisor is a trusted financial professional who will always be acting in your best interest.
Too Hot to Handle: What's Ahead for the U.S. HousingMarket?
Prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.
August 2021 Market Commentary
Global equity prices were widely mixed in August. Large cap growth stocks continued their year long uptrend but other asset classes, especially small cap and value issues, clearly lagged.