THE FIRST QUARTER of 2022 was a wild one. Economic and market complications piled up to start the year, weighing on equity and fixed income prices. Equities were down double-digit percentages at its worst, but a late rally following the first Federal Reserve (the Fed) hike of the cycle allowed the S&P 500 to end the quarter down only 4.6%, outpacing small caps (-7.5%), developed international stocks (down 5.9%), high-yield bonds (-4.8%) and U.S. Treasuries (-5.8%). The U.S. d

In recognition of National Financial Literacy Month, we’ve crafted a financial literacy quiz and invite all financial advisors and investors to take this 10-question challenge! Click here to read the entire article. #ThoughtLeadership

Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with implicit investment decisions, many of which investors unknowingly transfer to the invisible committees that manage such indexes. Though a whole generation has grown up with the myth that indexes do not engage in stock picking, the fact is that all indexes regularly “buy and sell” individual stocks. Click here to read the entire article. #Tho

The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three potentially meaningful ways for American taxpayers: Click here to read the entire article. #ThoughtLeadership