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Archive for May 2024

Investing in Emerging Markets

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY May 2024 Stocks rebounded from a disappointing April and closed higher in May.  Since last October, the S&P 500 has generally moved higher and is at or near all-time highs.  There are four drivers to the positive equity performance:  expectations for Federal Reserve (Fed) rate cuts, falling inflation, steady economic growth, and…

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Asset Location: Maximizing the After-Tax Return of Your Portfolio

Advisor Perspective

Many investors don’t consider taxes when they are constructing their portfolios, but they can be one of the biggest drags on investment returns. Asset location focuses on how investors allocate their investments across various account types. By actively monitoring your investment portfolio, assets can be placed in the optimal location. Tax-smart asset location can help…

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