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Library » February 2019 Perspective
February 05, 2019 | Investing
After a difficult fourth quarter last year, US equities bounced back strongly to start 2019. The S&P 500 rose 8%, its best January performance since 1987, as all eleven S&P sectors saw gains. Since hitting a recent bottom on Christmas Eve, US stocks have risen approximately 15%.
Markets & Economy » The True Cost of Gridlock
January 29, 2019 | Investing
Late last week, President Trump and congressional Democrats came to an agreement to end the longest government shutdown in American history. The opposing parties struck a short-term three week deal to reopen the government and provide financial relief for the nearly 800,000 furloughed federal …
Financial Planning » Ready, Set, Go! Financial Resolutions for 2019
January 28, 2019 | Financial Planning
It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …
Markets & Economy » Biotech Starts Strong in 2019
January 17, 2019 | Investing
Amid volatility and drug pricing rhetoric, stock prices of pharmaceuticals and biotech companies trailed the market in 2018. Two weeks into 2019, however, biotech is enjoying its best-ever start to a year. We have found the sector attractive for some time due to strong fundamentals and high …
Library » January 2019 Perspective
January 02, 2019 | Investing
The past month was challenging for many investors. US financial markets experienced their most significant bouts of volatility since the Global Financial Crisis. US stocks closed the month lower, culminating a weak fourth quarter, with equities falling from all-time highs in late September to …
Financial Planning » Year-End Tax Planning Considerations
November 29, 2018 | Tax Planning
With the holidays upon us, now is the time to start thinking about year-end tax planning strategies. While tax reform may result in a lower overall tax bill for many, there are simple steps that could further reduce tax burdens. Below, we highlight some important strategies that are worth looking …
Financial Planning » Webinar: Family Finances: Conversations Your Family Should Have
October 26, 2018 | Financial Planning
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
Library » Foundations, Volume Two
October 15, 2018 | Investing
We’re excited to announce the release of our second edition of Foundations, an annual publication that covers a variety of retirement & financial planning topics that matter most to members like you. Feature articles include: The Mystical Million: Retirement Crisis for Some, But Not All …
Library » Foundations, Volume One
April 18, 2018 | Investing
We understand the unique challenges the Taft-Hartley community faces and are committed to providing resources that help union members achieve a more meaningful and secure financial future. That’s why we created Foundations, a Taft-Hartley publication full of resources that are beneficial for you …
Financial Planning » Prosper, Volume One
December 12, 2017 | Financial Planning
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …