The first quarter of 2016 is now in the books. The quarter was characterized by large swings in equity prices that ended near where they started. First quarter brought us mostly small positive returns across the major indices, which means that investors survived the worst start to a calendar year ever for the U.S. stock market.
Let's take a closer look at the specific details.
Last week, Katie, our Client Service Administrator, received a call from the “IRS” stating that she was being investigated, and requesting personal financial information. Fortunately, Katie recognized the scam and ignored the call.
We have been monitoring the situation with Washington State’s Guaranteed Education Tuition (GET) program, which is currently closed to new investors.
I am writing to summarize market performance in 2015 and to briefly share some thoughts on the outlook for the period ahead. These days, most newspaper headlines paint a dim view of the future. Without dismissing the very real issues that we are facing around the world, I want to share why we should be optimistic about the future.
You may recall the previous post discussing the Medicare Part B premium increases. Well, recently Congressional leaders and the Obama Administration fixed that potentially alarming premium increase under the recently-passed government budget deal.