Thoughts On The Current Environment
From Ralph Segall, Chief Investment Officer
4Q 2019 Newsletter
The stock market’s joyride over the first six months slowed sharply in the third quarter. Despite a strong 2019, the broad stock market is up only 4.2% over the last twelve months. A lot of volatility. And negative interest rates, to boot. What does it mean, and how does it tie together? We offer some observations in this edition of our newsletter.
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Featured Insights
Your Year-End Financial Checklist
As we near the end of the year and start to look forward to a successful 2020, it’s a good time to pause and review several important tax-related parts of your financial picture.
Are You Gifting the Right Assets?
Many clients currently drawing down their retirement accounts enjoy favorable tax treatment by gifting to charities directly from their IRAs through a Qualified Charitable Distribution, or QCD.
Comments on Global Trade
Ralph Segall, SBH’s Chief Investment Officer, shares his comments on the current state of the U.S./China trade war.
Putting Too Many Eggs In One Basket?
Our clients frequently ask us what they should do with concentrated stock positions in their portfolios. Because holding these positions is not without risks.
What You Should Know: New Retirement Legislation
Over a decade has passed since Congress has made significant legislative updates in the retirement system, but change could be afoot.
How Much Should You Save?
Recent changes to the U.S. savings rate may prompt individuals to rethink their savings rates.
Have You Written "the Letter"?
Estate planning homework in the form of a summary document we refer to as “the letter”.
“Show Me the Money,” Later Perhaps
Considerations to help maximize your social security benefits.
Tax Considerations for 2019
A summary of common tax items that may impact individuals in 2019.
Thoughts On The Current Environment
3Q 2019 Newsletter
Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.
Thoughts On The Current Environment
2Q 2019 Newsletter
Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.