Q4 2017 Market Commentary
Year-End 2017 Key Takeaways The fourth quarter capped yet another stellar year for U.S. stocks. Larger-cap U.S. stocks gained 6.6% for the quarter and ended the year with ...
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Jan 12 -
Dec 21Tax Bill & Charitable Donations - Act Now!
The Republican tax legislation has just passed. The bill makes sweeping changes to the US tax code, beginning on January 1, 2018. This very brief period before implementation means that ...
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Nov 9Meet New Fed Chair Jerome Powell
President Trump has chosen Fed board member Jerome Powell as the next Fed chief. Though we wrote briefly about him last month1, we thought that it would be ...
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Oct 19College is Coming - Have You Started Saving Yet?
How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and 4 percent of women had one. 1 ...
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Oct 13Q3 2017 Market Commentary
Third Quarter 2017 Key Takeaways Despite its reputation as the worst seasonal period for stocks, global stock markets rallied again. Emerging‐market stocks were strongest, surging 8%, followed by ...
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Oct 12The Next Fed Head
President Trump recently stated his intention to choose the next Federal Reserve Chief in the near future, reportedly before he leaves Nov. 3rd for an overseas trip to ...
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Sep 13Let's Get Trendy!
People inherently participate in trends whether they know it or not. You’ve inevitably moved to buy the latest and greatest technology like a wearable fitness tracker or ...
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Aug 9To Retire With Confidence, Have a Plan
If you want to retire with confidence, have a plan. “As you near retirement age or even within a decade or so, it is time to ...
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Aug 2Why is the Federal Reserve so Controversial?
The world’s first central bank offered unprecedented convenience. It gave 17th century Swedes the option to pay with paper notes rather than 40-pound copper plates, which were ...
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Jul 27Stock Buybacks
How Do You Make Money in Stocks? Have you ever watched Family Feud? Perhaps you were a child when Richard Dawson hosted the game show or maybe ...
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Jul 13Q2 2017 Market Commentary
Second Quarter 2017 Key Takeaways The second quarter proved to be another very strong period for global stock markets. Larger‐cap U.S. stocks gained 3.1%, developed international stocks ...
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Jun 26The Basics of Tax Loss Harvesting
You may have heard of tax loss harvesting. Some people harvest losses every year, while others do so only when they have taken significant capital gains or have ...
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Jun 12Managing Multiple Accounts - a Taxing Endeavor
At JMS Capital Group Wealth Services, many of our clients have multiple accounts. Our bulging file cabinets attest to this fact while making a mockery of the ...
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Jun 57 Reasons a Roth IRA May Be a Good Idea
With tax season in the rearview mirror, now is a good time to start thinking about how you can minimize future tax bills. Many people take advantage of ...
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May 23Medicare Premiums and Copayments
More than one‐half of working Americans know little or nothing about Medicare costs.1 Not knowing can be expensive. On average, people who haven’t ...
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May 4Global Politics: Present State of Affairs
United States We just eclip sed the milestone of Pre sident Trump’s 100th day in office. Whether it is prudent o judge a g overnment le ...
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Apr 26The Promise of Good Stewardship: Dan Rooney & ESG Investing
Dan Rooney, the Master Builder Earlier this month, Pittsburgh lost one of its civic icons with the passing of Steelers owner Dan Rooney. Rooney reached the pinnacle of ...
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Apr 12Q1 2017 Market Commentary
First Quarter 2017 Key Takeaways Global equities greeted the new year with the same degree of élan with which they closed 2016. Emerging‐market stocks led the ...
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Mar 27In an Era of Low Returns, Investors Need to Save More
It’s well documented that most Americans have not saved enough for retirement. Consequently, there have been considerable efforts made to persuade workers to maximize their participation ...
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Feb 7Investors Need to Understand Their Risk
Investors Need to Understand Their Risk Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. ...
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Jan 24Q4 2016 Market Commentary
2016 Year-End Key Takeaways Global stocks performed well both in absolute terms and relative to core bonds this year, with U.S. stocks again taking ...
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Jan 18When Should You Claim Social Security?
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent ...
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Dec 7Alternative Investment Strategies Meet Traditional Goals
After a 30‐year bull market for bonds an d a strong, multiyear recovery for equities, many investors are wondering w hat lies ahead. One thing is for certain : ...
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Oct 13Q3 2016 Market Commentary
Key Takeaways Despite numerous uncertainties, including a U.S. pesidential campaign that continues to unfold as the most unconventioal in recent memory, the S&P 500 Index rose ...
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