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Markets have been undermined for weeks by the uncertainty of a phase-one trade deal outlined by U.S. and Chinese trade delegates. Optimism for a probable U.S.-China trade deal stemmed from the progression toward a phase-one deal that might include a rollback of certain tariffs by both the U.S. and China.

• With the holiday season and end of year fast approaching, now is the time to think about charitable giving.

• Now is an opportunity to donate highly appreciated stocks to your favorite charity.

• Another option is to make a qualified charitable donation from an IRA.

• Both options may reduce your tax bill as well as give money to the charity of your choosing.

• Repost from November 2018. 

Equity markets defied the historically negative month of October with equity indices moving higher despite ongoing trade dispute uncertainty and growing concerns of global economic headwinds.

Financial assets grudgingly moved higher during the third quarter. Equities, as measured by most indices, increased 1%-2%, except for small capitalization stocks which posted negative returns. The widely followed S&P 500 index produced a 1.7% total return, which was below each of the prior two quarters, resulting in a return of just over 20% for the nine months.

Forbes.com recently published an article written by Tradition's Benjamin C. Halliburton. Read "3 Ways to Handle Market Uncertainty," on Forbes.com. 

• Chinese trade war intensifies

• Stock volatility increases

• Interest rates continue to go lower

Stock indices climbed in July to reach new record levels, driven by indications that the Federal Reserve was on track for an imminent rate cute. Read our recap of July. Highlights include:

Forbes.com recently published an article written by Tradition's Benjamin C. Halliburton. Read "Falling Yields and Rising Durations Are Two Sides to a Double-Edged Sword," on Forbes.com.

Stocks and bonds rose in June as lower rates drove equities higher and international diplomatic tensions elevated bond price. Read our recap for the month of June. Highlights include: 

FA-mag.com recently published their 2019 RIA rankings. Congratulations to Tradition Asset Management for being ranked #383. Read "Swimming With The Sharks," on FA-mag.com to view the full list.