Tradition Asset Management welcomes Diane L. Sobin to firm as a Managing Director and a member of Tradition's Investment Committee. She highly enthusiastic and knowledgeable about integrating Environmental, Social and Governance (ESG) factors to clients' portfolios.
Financial markets experienced a bountiful decade for stocks and bonds, as a low rate environment fostered by the Federal Reserve and technological advances driven by innovation, catapulted values higher. The 2010 decade was the first decade to avoid a domestic economic recession, with accelerated growth in various sectors including technology, healthcare, and industrials.
Forbes.com displays Benjamin Halliburton's view on investing in individual stocks if you have over $100,000 in an equity portfolio.
Benjamin Halliburton talks about falling yields and rising durations in the article he wrote published by Forbes.
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.