My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Economic Update

Valuations strongly favor EM vs. U.S.

Valuations strongly favor EM vs. U.S..png

Market Update - April 19, 2019

In a low-volume week shortened by the Good Friday holiday, U.S. stocks were mixed, with mega-caps gaining, while small caps lost a bit of ground. In fact, the VIX volatility measure reached an eight-month low during the week, with little headline news to move the needle in either direction as of late.

Total debt to gross domestic product(GDP)

Total debt to gross domestic product(GDP).png

Financial Wellness Programs Foster a Thriving Workforce

Across generations, all employees agree that ‘personal finances’ is their number one source of stress.

Net leverage of Russell 3000 companies

Net leverage of Russell 3000 companies.png

Investment grade Debt/EBITDA

Investment grade Debt:EBITDA.png

Dividend growers outperformed over time

Dividend growers outperformed over time.png

2019 - One of the strongest starts ever

2019 - One of the strongest starts ever.png

Market Commentary for the week of April 22, 2019

The Markets


Where there's a WILL there's a a solid estate plan.

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

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