By Norm Miller, Senior Investment Counselor Total returns from foreign and emerging equity markets are comprised of both a local return and a currency return (converting foreign currency back to the US dollar). The currency return component may be positive or...
What Should I know about Year End Tax Planning? By Erin Itkoe, Senior Investment Counselor Year-end is time for celebrating the holidays with family and friends. Taxes are not generally the topic du jour at holiday parties, so it’s no wonder that this is usually...
By Erin Itkoe, Senior Investment Counselor Spring is time for warmer weather, blooming flowers, and spring cleaning — sorting through our belongings and donating unwanted items. It’s also a great time to plan for other charitable giving options. There are...
By Norm Miller, Senior Investment Counselor As we embrace spring, thoughts go to making vacation plans with loved ones. My wife and I are fortunate in that we’ve traveled to many arts of the world over the last twenty-five plus years, with nary a mishap. Our...
By Matt Dundas & Thomas Connelly Chinese e-commerce giant Alibaba Group (NYSE: BABA) made its explosive Wall Street debut on September 19th, as shares of the firm were sold to public investors for the first time ever in an initial public offering (IPO). The...
