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Archive for August 2021

Investing at Market Highs and Times of Uncertainty

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY August 2021 Asset class performance in August was mixed. Equities had positive performance, while fixed income had negative performance as interest rates increased during the month.  After flat performance for most of the month, real estate investment trusts (REITs) moved positive in the last two trading days of August. U.S. equities rose…

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What You Need to Know about Tax Aware Investing

Advisor Perspective

“Don’t let the tax tail wag the investment dog,” is one of many common phrases circulated across Wall Street. The meaning is “don’t let the impact of taxes determine the merits of an investment decision.” In principle this may make sense, as the tax impact of an investment is just one of many factors to…

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