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2019 Q1 Review and Outlook
Optimism returned to the markets during the first quarter, following the broad selloff and negative sentiment that struck investors at the close of 2018. The rebound generated the highest quarterly returns in a decade, with the S&P 500 delivering a 13.7% total return year to date and 17.2% since the previous low on 12/24. Global…
2019 Tax Reference Guide -Facts You Need to Know About Taxes
Your reference guide to 2019 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits. Please click on the image below.
2018 Q4 Review and Outlook
The year 2018 was proclaimed by a finance media that is more adept at coining catchy phrases than giving level-headed advice as the “year when nothing worked”. What a difference a quarter can make in the performance of equity markets…
Should you really do nothing amid all this market volatility? It depends on your age. (CNBC)
Even with stocks careening toward bear market territory, default advice from many money experts is often to do nothing. However, in the face of some serious market volatility, it might prove helpful to turn your attention to your own timeline… We invite you to clink on the link below to view article. https://www.cnbc.com/2018/12/20/should-you-do-nothing-amid-market-volatility-it-depends-on-your-age.html …
After 25 Years, Virginia’s Independent Trust Company Expands and Re-brands.
The Trust Company of Virginia opens office in Tennessee and announces new name—TCV Trust & Wealth Management. In 1993, the company’s first office opened with seven employees in Richmond. Today more than 40 employees are spread among six offices in two states. Recent expansion into Tennessee prompted the company’s leadership team to consider a name…
2018 Q3 Review and Outlook
Two big areas of uncertainty continue to hang over U.S. equity markets and are now joined by a third. While trade policy and Federal Reserve interest rate policy remain among the largest concerns for markets, the approaching midterm elections and associated political uncertainty have started to gain investors’ attention…
2018 Q2 Review and Outlook
Fears of tariffs continued to dominate headlines even as U.S. equity markets turned positive in the quarter and year-to-date. All market capitalizations were positive, with small caps leading the way returning 7.8% in the second quarter and 7.7% so far in 2018. Large caps also gained, with the S&P 500 rising 3.4% for the quarter…
2018 Q1 Review and Outlook
Normalcy finally returned to equity markets in the first quarter, ending nearly two years of calm and leaving investors feeling unsettled. January started much the same as 2017 ended, with equity markets advancing relentlessly and extending the historic period of low market volatility and length of time without a double-digit decline…
2018 Spring Newsletter
In this issue: 401k Rollover: Considering Your Options Dear Madame Francesca… Tell me some things about the new tax law that I don’t know from the incessant repetitive chatter. Signed, Fit To Burst The Trust Company of Virginia expands into Tennessee TCV App: Introducing a new, convenient option for viewing your accounts.
2018 Tax Reference Guide -Facts You Need to Know About Taxes
Your reference guide to 2018 Tax Rates, College Savings Incentives, IRA and 401(k) Contributions, Affordable Care Act Taxes, ABLE Accounts, and Social Security Benefits.