What Did We See? U.S. Large Cap stocks, or the S&P 500 index, rose about 20% during Q2. The developed markets of Japan, Europe and the UK were all up between about 11% to 15%. Emerging Markets and Asia (Ex-Japan)

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were up almost 5% in May. The developed markets of Japan, Europe and the U.K. were all up from about 3% to 7%. Emerging Markets and Asia

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, was up more than 12% in April. The developed markets of Japan, Europe and the UK were all up from about 4% to 6%. Emerging Markets and

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, fell about 20% during Q1 The developed markets of Japan, Europe and the UK were all down about 17% to 25%. Emerging Markets and Asia (Ex-Japan) were

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, was down more than 8% in February. The developed markets of Japan, Europe and the UK were all down from about 8% to 10%. Emerging Markets and

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, were flat in January. The developed markets of Japan, Europe and the UK were all down from about 1% to 3%. Emerging Markets and Asia (Ex-Japan) were

What Did We See? U.S. Large Cap stocks, or the S&P 500 index, surged more than 28% in 2019 and almost double digits in Q4. The developed markets of Japan, Europe and the UK were all up over about 18%.

As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your

What Did We See? The US equity markets rallied quietly with most global markets again in November. Recession concerns have quickly turned into re-acceleration expectations. The US consumer remains healthy and on track to buoy our economy. The trade war

Marc Lieberman, CFA, of Shorepine Wealth Management spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City. Listen in as Marc