What a year! Entering 2017, a majority of investors may have predicted that a contentious political environment at home, a hostile geo-political situation abroad and a more hawkish Fed would have led to a year of little upside. Read how and why the equities market surprised the pundits.
Topics of interest include:
- 4Q Market Activity and 2017 In Review
- 529 Rule Extension For Elementary & Secondary Education
- Client Protection Procedures for Wire Requests
- Why we are using more Mutual Funds
- 2018 Investor Call Dates