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Darren Tali

A Look Back at 2018 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

2018 Asset Class Returns: How Do They Stack Up?

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. As we look back on the first half of 2018, below are a few key takeaways:

The Art of the Deal Regarding Steel

As many of you know, in early March, 2018, President Trump ordered tariffs on steel and aluminum imports from every country excluding our neighbors to the north and south, Canada and Mexico. Many republicans quickly expressed their concerns stating a more targeted approach would be best and exemptions should be expanded among American allies.

A Look Back at 2017 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

A Surviving Spouse Checklist

Benjamin Franklin once said, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” Fast forward a couple of centuries. Our Constitution still serves as our governing document while death and taxes remain constant.

Maxing Out Your Retirement Contributions

How much can you contribute to a retirement account for 2018? What are the contribution deadlines? Below you’ll find a summary of contribution limits and deadlines for the 2018 tax year.

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