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Debate Starts on Capital Gains Tax

Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital... Read more »

Monthly Market Update | April 2021

CURRENT MARKET AND ECONOMIC CONDITIONS The April return for the S&P 500 Index was 5.34%, while the US Aggregate Bond Index was up 0.79% along with the Municipal Bond Index with a 0.69%... Read more »

Weekly Market Update | May 10, 2021

The Week on Wall Street Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth... Read more »

“Green Shoots” in the Economy

Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May... Read more »

Quarterly Market Update | Q1 2021

Written and prepared by: Robert Janson, CIMA®, AIF® Senior Vice President, Senior Portfolio Manager, Wealth Management 847.457.3038 | SUMMARY The stock market... Read more »

The Whims of Wall Street

What to know about shifting market attention, and investor burnout. It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on... Read more »

Weekly Market Update | April 26, 2021

The Week on Wall Street The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock... Read more »