Accountable Update

Does January Foretell the Future?

Happy 2018! Through yesterday, the stock market has greeted the new year with a 1.8% rally in the large company S&P 500 Index, a 2.53% spike in the technology laden NASDAQ, and a 1.32% rise in the small company Russell 2000. If you haven’t already, you will likely start to notice pundits making predictions based upon what these gains mean for the upcoming year.

Happy New Year! A Look Back at the 10 Best Accountable Update Blog Posts

New Year.jpeg

As we reach the end of another year, I would like to thank our ATX Portfolio Advisors' clients and friends, as well as the growing number of readers who continue to regularly visit this Accountable Update blog. I especially appreciate those of you that have been kind enough to share the content with your friends and colleagues as well!

However, even the most devoted followers may have missed an occasional piece. In the blog world, articles are quickly lost in the fray as new ones pile up each week. So, as I started doing last year, I've compiled my Top 10 Accountable Update Blog Posts for 2017.

Thank you for helping make 2017 a great one, and I wish you a happy and prosperous 2018!

Top 10 Accountable Update Blog posts of 2017

  1. Step Out of Your Shadow - Recognizing Investment Bias

  2. Should You Own International Investments

  3. How to Save for Retirement

  4. Want to be Smarter? Disagree!

  5. Planning for Alzheimer's

  6. Are We Heading for a Bitcoin Bloodbath?

  7. Preparing to Get Hit by Life

  8. Time for a New Pickup?

  9. Feel Lucky? How to Handle a Pension Buyout

  10. Who Needs Long-Term Care Planning?

 

4 Tax Cuts and Jobs Act Year End "To Do's"

In early November, I highlighted some of the changes that were in the tax reform legislation known as the Tax Cuts and Jobs Act. Over the past several weeks, the deal making process was in high gear as some elements expected to be in the bill stayed, while others were left out of the final version.

Instead of rehashing all of the changes though, I thought it may be worthwhile to point out a few end of year "To Do's" that may be worth considering as a result of the new law.

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