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How will this affect me?

Congress passed the most sweeping tax overhaul effort in decades, and investors have many questions: How will this affect me? What should I do now? While there is still much uncertainty around implementation, it is important to start thinking about how the new tax code may impact your personal planning goals and needs. President Donald Trump signed Congress’ sweeping tax bill on December 22, 2017, and most of the new law’s provisions took effect on January 1, 2018. The changes
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Making Sense of Markets 2017

The following video accompanies the  “2017 Market Review” article on our Insights page.  

A Bowl of Cashews and the Nobel-Prize Lesson of Self-Control

Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in human behavior, specifically for establishing that people are “predictably irrational.” But the story of Thaler’s first insight into what would become behavioral economics and finance is famous and instructive. It was the late 1970s, and Thaler hosted a dinner party for his fellow economics students. He set out a bowl of cashews for his guests to nibble on while waiting for dinner. Thaler noticed, however, that the cashews
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As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the price movement of the S&P 500 during the month of January may signal whether that index will rise or fall during the remainder of the year. In other words, if the return of the S&P 500 in January is negative, this would supposedly foreshadow a fall for the stock market for the remainder of the
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2017 Market Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year. The broad global
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