Year-End Tax Strategies and Requirements

by | Dec 11, 2015 | Investing, News

It’s that time of year again – time for holiday shopping, family gatherings, festive cheer and resolution-making! While tax planning may not be on the top of your holiday to-do list, consider a few simple year-end tax-saving strategies and ensure you’ve complied...

Update on Puerto Rico Bonds – June 29, 2015

by | Jun 29, 2015 | News

Written by: Michael Joyce On Monday, the Governor of Puerto Rico, Alejandro Garcia Padilla gave an interview that provided a grim assessment for the finances of the Commonwealth, which in turn, could have negative implications for bondholders of credits in Puerto...

Market Commentary for April 28, 2015

by | Apr 29, 2015 | Commentary, News

For at least the past two years there has been widespread expectation in the financial community that long-term benchmark U.S. Treasury yields will rise.   Behind this thinking: The conclusion of the Federal Reserve’s extraordinarily accommodative monetary policy...

Update on Puerto Rico Bonds – April 28, 2015

by | Apr 28, 2015 | Commentary, News

Written By: Michael Joyce Lawmakers in Puerto Rico are wrangling over a tax reform bill while the April 30 deadline for an agreement between the Puerto Rico Power Authority, bondholders and banks approaches. Meanwhile, prices on longer-term bonds issued by entities in...

Market Commentary for January 15, 2015

by | Jan 15, 2015 | Commentary, Goals, News

Market Comments for the period ending 01.12.2015 The first full trading week of 2015 is now in the books.  One week does not a trend make but if the results are any indication of what is to follow, the financial market ride this year might be quite bumpy. Over the...