2019 Washington Policy: From Tailwinds to Headwinds With the election behind us, Washington turns its focus to legislative dynamics and what areas might see meaningful progress in a divided Congress. January 2, 2019 To read the full article from Washington Policy Analyst Ed Mills, see the Investment Strategy Quarterly publication
2018 Was a Year of Mixed (Market) Signals For the first time in nearly a decade, most major asset classes ended the year in negative territory. January 2, 2019 While the global equity markets enjoyed one of their best years in 2017, 2018 offered a different story, bookended by early-
In observance of the holiday, we will be closed on Tuesday, January 1, 2019. We wish you and yours a wonderful and safe New Year.
In observance of the holiday, we will be closed on Monday, December 24th and Tuesday, December 25th. We wish you a wonderful holiday, and may it be filled with lots of joy and happiness!
This holiday season in lieu of sending traditional cards, we donated gift cards, stocking stuffers, and wrapped gifts for children from Crittenton Services for Children and Families of Southern California. Crittenton is a non-profit social services agency whose mission is to heal the wounds of abuse and neglect; strengthen families;
10 Important Tax Changes to Keep In Mind As you consider making any final year-end tax planning moves, review the major changes that are now in effect. December 11, 2018 As you continue with your 2018 year-end tax planning, refresh your knowledge of the tax changes that are now in effect.