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Reasons to Review Your Estate Plan

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 Tariff Concerns: More Heat Than Light

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. […]

Q1 2018 Quarterly Commentary – April 1, 2018: The Return of (Normal) Market Volatility

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 […]

How the New Tax Law Affects Your Real Property Taxes

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

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 […]

Q2 2017 Quarterly Commentary – July 1, 2017: Amid Favorable Economic and Market News, a Scarcity of Investment Bargains

The broader US equity market, as measured by the S&P 500 total return index, finished its seventh consecutive positive quarter on June 30th, logging an increase of 3.09% including dividends. The Dow Jones Industrials rose by 3.95% during the period, and the tech-heavy NASDAQ Composite finished higher by 4.21%. Fixed income markets also posted […]

Q1 2017 Quarterly Commentary – April 1, 2017: Sentiment (and the Market) is Rising

The U.S. stock market continued its upward march with all three major indexes hitting all-time highs during the quarter. At the end of the first quarter, the S&P 500, including dividends, had increased 6.07%, the Dow Jones Industrials increased by 5.19% and the technology-heavy NASDAQ Composite generated the strongest return, increasing by 10.13%. Bond […]

Q4 2016 Quarterly Commentary – January 1, 2017: A Perspective on the Election Surprise

Stock markets rallied in the fourth quarter of 2016 with the S&P 500, including dividends, rising by 3.82%, the Dow Jones Industrials rising by 8.66% and the technology-heavy NASDAQ Composite rising by 1.69%. Full year total returns for the three major US benchmarks were as follows: S&P 500 11.95%; DJIA 16.50%; NASDAQ Comp 8.97%. […]