2015 Tax Information Update

Clients and Friends, It is tax season once again and we have aggregated some information to help you and your tax professional better navigate through the documentation and deadlines for tax reporting from our various partner investment firms. For those of you with Geneos Retail, Advisory, and SelectOne Advisory accounts at Pershing, more information can […]

Market Outlook and Second Opinions

Though the last decade has been rough on a lot of investors, the last 5 years have been banner ones. The S&P 500 has more than doubled from its 2009 lows, and many investors are seeing their investment portfolios begin to make gains above their 2007 highs – adjusted for withdrawals in some instances. Key […]

Investment Commentary, Q2 2012

Investor sentiment remains timid amid an early year market rally, European woes abroad and domestic policy debate compound the uncertainty. Policy In June, the Supreme Court upheld much of the Patient and Affordable Care Act of 2010.  The Department of Health and Human Services and the Internal Revenue Service are working diligently to draft regulations […]

Investment Commentary, Q1 2012

After a volatile year for international stocks, the world equity markets have rallied in the first quarter, and the election year ahead for investors is off to a strong start. Policy In the last week of March, the Supreme Court held everyone’s attention as the justices took up the Patient Protection and Affordable Care Act, […]