Your Retirement Account – Key Implications of the SECURE Act
On Friday, December 20, 2019 the Setting Every Community Up for Retirement Act (the SECURE Act) was signed into law and many of its provisions went into effect on January…
Q4 2019 Insights
How did the markets do? Global equities exhibited strong gains during the fourth quarter, adding to an already robust performance for 2019. A return to more accommodative interest rate…
Q3 2019 Insights
How did the markets do? Global financial markets generated mixed returns in the third quarter. U.S. equity returns were broadly positive, as were fixed income returns, while smaller-cap U.S.…
Recession Rampage
This year the media has been talking about recessions quite a bit. May, August and now in September. Spring, Summer and Fall. Perhaps it is just a seasonal thing. Whenever…
Q2 2019 Insights
What happened? Global financial markets closed a second consecutive quarter of positive returns, though not without its fair share of noise and volatility. Uncertainties surrounding tariffs and the reliability…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
Q1 2019 Insights
Global Economic and Financial Markets Summary Global equity markets started this year on a positive note, generating broad gains in the first quarter, rebounding off a difficult end to…
Q4 2018 Insights
Global Economic and Financial Markets Summary After reaching all-time highs in the third quarter, major U.S. equity indices fell sharply in the fourth quarter of 2018. The S&P 500…
Navigating the New SOL Capital Portal
We are very excited to share our new client portal. By now you should have received information via email about getting access. In this post we will provide…
Q3 2018 Insights
While the third quarter saw a relatively calm environment for equities, especially U.S. stocks, in hindsight it was the “calm before the storm.” Most third quarter and year-to-date gains (again,…
Q2 2018 Insights
The second quarter brought renewed strength in U.S. equities, which posted gains on the heels of modest losses earlier in the year. U.S. stocks were the clear leaders of the quarter,…
Q1 2018 Insights
The first quarter brought a departure from the strong, steady gains in asset prices that investors grew accustomed to in 2017. Most major equity and fixed income indices finished the…