While the futures markets are currently pointing to a modest rise at the opening tomorrow, stocks have suffered a fairly dramatic two-day selloff. This is always unsettling, of course. Rising markets feel better, but anyone who has been around markets for any length of time knows that corrections are nothing new, and are in […]
Q3 2018 Quarterly Commentary – October 1, 2018
Investors in U.S. equities enjoyed a strong quarter, with the S&P 500 returning 7.7%, including dividends, for the three months ended September 30, 2018. The year-to-date total return for this index reached 10.6%. Technology, discretionary and health care sectors have generally enjoyed strong returns during the current […]
Golub Group participated in our first ever J.P. Morgan Corporate Challenge! The JPM Corporate Challenge in San Francisco is an annual race series that takes place every September. Participants, who represent corporations large and small from a wide range of industries, run in a five-kilometer race to celebrate teamwork, camaraderie and community. The Challenge […]
At Golub Group we highly encourage our clients to review their estate plan with their attorney at least every five years, or whenever there is a major change in the law or their personal situation.
Having an up-to-date estate plan is a key part of sound financial planning. At our annual client VISION conference, where […]
Q2 2018 Quarterly Commentary – July 1, 2018
The old Wall Street adage, “The market climbs a wall of worry” seems apropos today, as it so often does. In the second quarter of 2018, the market did indeed climb in the face of economic and policy news that was often confusing and at times concerning. […]
In the first quarter of 2018, the stock market—as measured by the S&P 500—declined by -0.8%, its first negative quarterly result since the period ended December, 2015. The Dow Jones Industrials declined by -2.0%; the NASDAQ logged a positive quarter at +2.6%; major foreign stock markets offered no shelter, with declines that exceeded our […]
The 2017 tax season is almost behind us and we will soon be able to breathe a sigh of relief. The great news heard around the US is that starting in 2018, the tax code has been simplified. Right? Signed into law in December, the Tax Cuts and Jobs Act Bill is over 600 […]
Personal Cyber Security Insurance has finally arrived.
Picture your household, how many devices would you say are connected to the Internet at any given time? Two, three, more? If you’re like most connected homes these days you may have up to ten devices linked to the web at any given time. Cell phones, laptops, tablets, […]
Q4 2017 Quarterly Commentary – January 1, 2018: Strengthening Economy and Tax Reform Draw Investors into Equity Markets
The fourth quarter capped a strong year in domestic stock markets. The S&P 500 produced a gain of +6.6%; the Dow Jones Industrials logged a return of +11.0%; the tech-heavy NASDAQ generated a gain of +6.6%. Results were driven by strength in the economy, with third-quarter GDP logging growth of +3.2%, corporate earnings growth, […]
Q3 2017 Quarterly Commentary – October 1, 2017: Prospects for Tax Legislation Reinforce Market Advances
With September’s higher close, we have experienced eleven consecutive months of rising stock markets (an all-time record), fueled by optimism over the prospects for economic expansion, corporate earnings growth and tax reform. During the most recent quarter ended September 30, 2017, the S&P 500 returned 4.5% including dividends, while the Dow Jones Industrials and […]