2023 Q2 Review and Outlook – A Market of (Seven) Stocks

July 20, 2023

The positive momentum continued in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 8.7%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) lost 0.9%, and a 60% stock/40% bond portfolio returned 4.8%.  Year-to-date (YTD), stocks returned 16.8%, bonds 2.3% and a…

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2022 Q4 Review and Outlook – Closing out a Tumultuous Year.

January 19, 2023

Financial markets finished a rough year on a strong note as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 7.6% in the fourth quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) returned 1.6%, and a 60% stock/40% bond portfolio returned 5.2%. For the year, stocks declined…

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2022 Q2 Review and Outlook – Welcome to the Bear Market

July 18, 2022

Financial markets continued their downward trend in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 16.1%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) fared a bit better, posting a -4.6% total return, and a 60% stock/40% bond portfolio lost 11.5%. …

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Introducing MoneyGuidePro®

June 13, 2022

A Powerful Tool To Help Clients Plan For Retirement For a comfortable retirement you should be able to pay your basic living expenses without worrying about running out of money. For a truly satisfying retirement lifestyle you would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. TCV…

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Ask a Trust Officer: Cryptocurrency Taxes

May 3, 2022

Dear Trust Officer: Last year I bought ten Ethereum coins for $2,000 each.  I was planning to trade them for an NFT (a non-fungible token), an art investment that has become popular lately.  My coins are now worth about $3,500 each, and I’ve found the NFT that I want.  Do I have to worry about…

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