2018 Market Review

2018 Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a –4.4% return for the S&P 500 and –9.4% for the MSCI All Country World Index for the year.

1st Quarter 2018: Benchmark Performance

1st Quarter 2018: Benchmark Performance

Despite all of the noise in the media, the markets have only experienced small overall negative returns this year.  As of today, most of our long-term, diversified portfolios are only down about -1.0% since the beginning of the year.  This is common for short-term market reports.  We expect to continue to see choppy markets throughout the rest of the year.

New Federal Tax Bill and Its Impact on Doctors

New Federal Tax Bill and Its Impact on Doctors

Many of us have been glued to the news in recent weeks. The new tax bill is official as of writing this article, signed into law Friday, December 22nd, 2017.   

We've summarized the impact the new tax bill will have on doctors and their families. Click here to learn more.

What the New Tax Proposal Could Mean for Doctors and Dentists

What the New Tax Proposal Could Mean for Doctors and Dentists

Last Thursday Congress’ long-awaited tax proposal was released to the public. Here is a quick summary on how, if passed, this legislation could impact our physicians and dentists.