Perspective, Provided

A Guided Path Informs Your Decisions

December 1, 2016 |

U.S. stock markets staged quite a post-election rally in November, with the S&P 500 hitting record highs before ending the month with a solid gain of 3.7%. Small caps did even better in anticipation of favorable policy developments, with the Russell 2000 jumping a whopping 11.2%, its best month in five years. Overseas markets did not fare nearly as well, with returns for U.S. investors severely hampered by the surging dollar.

December 1, 2016 |

The elections have come and gone, and investors can now look past politics and turn their attention to what matters—the holidays! The winter season is often, after all, a merry time for markets. The S&P 500 has generated a positive return in December nearly 80% the time over the past 65 years, far and away the best winning percentage of any month.

November 28, 2016 |

To help navigate proposed tax regulations, Jeff Bezanson of Fidelity Family Office Services talked with our Co-Chief Executive Officer of Pathstone, Allan Zachariah.

November 23, 2016 |

As we approach the end of 2016, it is a good time to take stock of the past year and plan for the future. As a firm, we always look ahead for potential changes and how they might affect our clients and as we have done in the past, we are pleased to provide our year-end planning guide.

November 9, 2016 |

One of the most contentious and hotly debated presidential election in U.S. history is finally over. Unfortunately for investors, the outcome leaves more policy questions than answers. In the heat of the moment, the somewhat surprising outcome may seem poised to have a huge impact on investors. If you have heard it once, you have heard it a million times—markets hate uncertainty. We recommend staying calm, evaluating the situation, and not taking any drastic actions.

November 7, 2016 |

A retrospective look at the market.

  • Investors often get jittery when October rolls around, and this year was no different. Stocks lost ground in advance of the U.S. election, with the S&P 500 falling 1.8% for the month...
September 26, 2016 |

In the investment world, the often used phrase “long-term” can mean very different things.  It might indicate a one to two year period to some investors, while others may consider it to mean 20 years or more.  While we will never have a singular definition of the term, it seems as though the "long-term" may be getting shorter.

August 8, 2016 | White Paper

On August 2, 2016, the IRS issued proposed regulations under Section 2704 of the Internal Revenue Code that would effectively eliminate an important gifting strategy that families with large estates frequently use to minimize transfer taxes. 

May 9, 2016 | White Paper

Advisors may be surprised to learn that once a client turns 65, traditional health insurance in the individual marketplace is no longer available.