Tag: tax

Examining Economic Growth – Weekly Update

July 30, 2018 | By Steven DiGregorio

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports. Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the NASDAQ dropped 1.06%. International stocks in the MSCI EAFE had more of an uptick, gaining 1.32% […] READ MORE

Goldilocks Returns – Weekly Update

March 12, 2018 | By Steven DiGregorio

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%. The NASDAQ erased its losses from February’s market correction to hit a new record close while growing 4.17% for the week. International stocks in the MSCI EAFE […] READ MORE

Another Week of Highs – Weekly Update

October 2, 2017 | By Steven DiGregorio

Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack in Las Vegas. Though details are still scarce, it is the most devastating mass shooting in U.S. history. Our thoughts are with the victims, their families, and with the community that now must cope […] READ MORE

Strong Markets and Slow GDP – Weekly Update

May 1, 2017 | By Steven DiGregorio

Stocks continued their advance on generally strong earnings reports this week despite the GDP report showing a slow first quarter economy. The S&P 500 rose 1.51%, the Dow gained 1.91%, and the NASDAQ added 2.32%. On Tuesday, the NASDAQ post-ed record highs as it closed over 6,000 for the first time. Internationally, the MSCI EAFE […] READ MORE

Plan Ahead Using this Capital Gains Strategy to Lower The Tax Bill

December 17, 2012 | By Steven DiGregorio

While politicians do a sugarplum dance on the edge of the fiscal cliff, it looks more likely that many people will face a 20% federal tax rate on long-term capital gains in 2013. That rate will automatically kick in unless Congress extends the current 15% rate and the President goes along. Don’t bet your holiday […] READ MORE