
March 2017 Perspective
Today, the U.S. equity markets extended declines into a fourth day as investors continue to digest news about impending U.S. steel and aluminum tariffs. President Trump tweeted that when the U.S. is losing billions in trade with virtually every country we do business with, we will soon be starting reciprocal taxes to charge the same thing they charge us. Trump is facing anger from manufacturers and trade partners in China and Europe after announcing tariffs of 25 percent on imported steel and 10 percent on aluminum. The formal order is expected to be signed next week.

The 2017 Tax Cuts & Jobs Act
The Tax Cuts and Jobs Act legislation has been passed by Congress and today, was signed by the President. The Act makes extensive changes that will affect both individuals and businesses. Some of the key provisions of the Act are discussed below. Most of these provisions will be effective for 2018. Many individual tax provisions will then sunset...

2017 Fourth Quarter Perspective
As we approach the end of 2017, it’s hard to believe that given the uncertain and volatile way the year began, the S&P 500 is now on track for its ninth consecutive positive year. This would make this bull market as long as the historic bull market run of the 1990s. With the market this far along, many of our clients are wondering just how...

The Equifax Data Breach
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers — on as many as 143 million consumers, roughly 55% of Americans age 18 and older.1 This data breach was...

2017 Second Quarter Perspective
The second quarter proved to be a bit bumpy for equities but regardless, each of the benchmarks listed below finished the quarter ahead of their first-quarter closing values. April saw equities end the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances. During the month,...

2017 First Quarter Perspective
Riding the momentum following the presidential election, stocks surged for much of the first quarter of 2017. Buoyed by the anticipation of tax cuts and policies favorable to domestic businesses, the benchmark indexes listed here reached historic highs throughout the quarter. At the end of January, the Dow reached the magic 20000 mark for the...

2016 Year in Review
Looking back at the market and economy during 2016, one word comes to mind—resilience! Despite numerous surprises and negative headlines, the equity markets could not be held back. The year 2016 can also serve as a reminder that no one can predict the future, especially when it comes to the direction of the markets, nor the outcome of elections...

Election 2016
Donald Trump has been elected as the 45th president of the United States and in the congressional elections, the Republican Party has again secured control of both the House of Representatives and the Senate. The combination of a Trump presidency and a Republican-controlled Congress suggests that the new administration may initiate major changes...

Preventing Fear-Driven Investing
John L. Diaz, CFP, the CEO of Premier Wealth Advisors, LLC, talks about the concerns he hears from his clients regarding the increased volatility in the market and shares his strategies on allocating to both mitigate volatility and take advantage of possible upsides. See full interview here PREMIER WEALTH ADVISORS 14 East 60th Street / Suite...
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