3rd Qtr Review Market volatility increased significantly in the 3rd quarter as the news came out about Ebola, European markets slowing, and ISIS becoming a threat in the Middle East. Most major indices were down during the quarter led lower by small caps and...
The Markets The first half of 2012 is on the books. Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
Is the Strong Start Indicative for the Remainder of 2012? U.S. stock markets started off the year very strong with the S&P 500 returning 12.59% for the first quarter of 2012. On the other hand the main bond benchmark index was up only 0.3% for the quarter. This is...
Market Returns As of 9/30/2011 Index Name Market Segment Year to Date Returns 5 Year Annualized Returns S&P 500 U.S. Large Cap -8.68% -1.18% Russell 2000 U.S. Small Cap -17.02% -1.02% MSCI EAFE International -14.98% -3.46% MSCI Emerging Emerging Mkts...
When a decedent dies owning stock in a closely held corporation or partnership, the valuation of those shares is a perennial problem precisely because they are closely-held (i.e., there’s no ready market for the ownership interests). Since estate tax is ad...
