This letter will provide you with an update of some recent additions to our staff as well as an update on markets and the regulatory environment we find ourselves in. In addition, I will mention a few things that some of you may find helpful in reducing and or eliminating your tax burden.
Market Volatility: A Normal Part of Investing
After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and the markets, which are pointing to the potential for continued growth in 2018 and beyond.