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  • The Markets (as of market close March 24, 2017)

    • March 27th, 2017
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    Uncertainty over whether Congress would pass a new health-care law, coupled with the prospects of additional interest rate hikes later in the year, may have weighed on investors’ minds as stocks tumbled early last week. BWFA will look closely at… Read More

  • The Markets (as of market close March 3, 2017)

    • March 6th, 2017
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    Following President’s speech to Congress last Tuesday evening, stocks soared Wednesday before retreating Thursday and Friday while bond yields soared, possibly in response to Fed Chair Janet Yellen’s indication that interest rates are likely to be raised when the Committee next meets later this month. The price of… Read More

  • The Markets (as of market close February 27, 2017)

    • February 27th, 2017
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    Most of the benchmark indexes listed here rallied by the close of the market last Friday to finish ahead for the week. The Dow led the way by marking its 11th consecutive day of positive gains, followed by the S&P 500, which… Read More

  • The Markets (as of market close February 17, 2017)

    • February 21st, 2017
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    Equities closed last week in positive territory, as several of the indexes listed here posted record gains. Some positive economic news, particularly from FOMC Chair Janet Yellen, and favorable corporate earnings reports may have enticed investors to stay in the… Read More

  • The Markets (as of market close February 3, 2017)

    • February 6th, 2017
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    Stocks fell early last week, with the Dow dropping below 20000, while yields on long-term Treasuries receded as prices climbed with increased demand. However, news that the Fed was not raising interest rates this month, coupled with a favorable jobs… Read More

  • The Markets (as of market close January 27, 2017)

    • January 30th, 2017
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    The Markets (as of market close January 27, 2017)   The Dow reached 20000 for the first time ever as favorable earnings reports coupled with anticipated pro-business policies apparently spurred trading, although a relatively weak GDP report at week’s end may… Read More

  • The Markets (as of market close January 13, 2017)

    • January 17th, 2017
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    The Markets (as of market close January 13, 2017)   The past few weeks have seen the markets experience some volatility following several weeks of post-election gains. The Dow fell for the second time in the past three weeks, while the… Read More

  • Business Succesion Planning

    • December 27th, 2016
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    By Brian Macmillan  Managing Director  Mergers and Acquisitions When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during… Read More

  • Tax Planning For the Self-Employed

    • December 27th, 2016
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    By Susan Horne  MST  Tax Associate Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay… Read More

  • Exchange-Traded Funds: Do They Belong in Your Portfolio

    • December 27th, 2016
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    by Joseph Caputo  Chief Information Officer & Associate Portfolio Manager Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiency and relatively low cost have attracted investors who like… Read More

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