With the end of 2021 approaching, and with historically low tax rates likely to increase, now is an excellent time to consider a Roth conversion. However, the rules can be complex, so it is important to check out all the angles before acting. What is a Roth Conversion? A Roth conversion occurs when an individual …
In general, 2021 has been a productive year so far for investors. Most major equity indexes in the U.S. and overseas are in positive territory year-to-date, and the global economy soldiers on despite persistent headwinds from Covid. Through most of the summer, U.S. markets were on cruise control, notching unspectacular but steady gains while avoiding …
Taxes can be a big drain on investors seeking to retain or increase their wealth. Thus, it makes good sense to have a well-thought-out tax strategy. While Congress is still working on the details, some preliminary tax law changes for 2022 and beyond have come out in draft form. Here is a summary of some …
Global financial markets had a remarkably serene and productive summer in the face of several challenges to investor sentiment, with both U.S. and global equities continuing to generate positive performance while bonds, for the most part, held their ground. Now, as we enter September, investors seem to have shed a bit of the complacency they …
Despite the challenges to investor sentiment in recent weeks, U.S. stocks have been resilient and unwilling to retreat much from their all-time highs. Strong corporate earnings and a broad recovery in consumer spending have buoyed markets, leading to strong performance for U.S. equity indexes so far in 2021. In our opinion, markets face two major …
Markets Buoyant So Far in 2021 Global equity markets notched strong performance in the first half of 2021 as Covid vaccinations began to roll out around the world and pandemic-stricken economies began to rebound. Here in the U.S., where the progress on vaccinations has been better than in most countries, the surging economy has produced …
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