Please click here to view our latest market commentary.
As year-end quickly approaches, we thought it would be helpful to communicate some year-end considerations for your wealth planning. While we are monitoring and taking care of some of the items below as they are implicated in your RDM portfolio, it is important to also be mindful of these considerations for your other assets. Any tax specific decisions should be made in consultation
Since our First Quarter Market Commentary was distributed in early April, U.S.
Please click here to see our latest market commentary and reaction to coronavirus developments.
With the recent drop in the market of ~ 7.6%, U.S. equities have fallen about 18% in the past month erasing most of last year’s rally. It’s not only the percentage of decline that matters but also the speed with which the decline has taken place, i.e. over the fewest days of any correction in recent memory.