by dkelley | Jul 10, 2018 | blog
Global Asset Allocation Views – Q3 2018 Markets have continued their wild ride in 2018 with U.S. markets gaining steam with the help of small caps. Meanwhile, international markets have been damaged by political issues, the strengthening dollar, and...
by dkelley | Apr 10, 2018 | blog
Global Asset Allocation Views – Q2 2018 It really did not take long for volatility to show up in 2018. After a first couple of weeks of parabolic moves in the equity markets, inflation and a fast pace of rate rises began to scare investors. These moves, along with...
by dkelley | Jan 23, 2018 | blog
New Year…New Tax Changes New Year, new Washington is what 2018 is shaping up to look like. The 2017 year was an important one in Washington that promises to carry forward changes to each and every American tax payer in 2018 and beyond. One of the most notable changes...
by dkelley | Jan 12, 2018 | blog
Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year. The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China. There were only...
by dkelley | Nov 6, 2017 | blog
The October 7th-13th cover of The Economist led with the phrases “The bull market in everything” and “Are asset prices too high?” The main article mentioned potential bubbles in equities (at an all-time high), fixed income (boosted by easy monetary policy), real...
