Election 2016: Finally!

Every day investors accept unknown and potentially far-reaching economic and geopolitical risks. Watergate, OPEC’s…

The Emerging Wealthy — Millennials are Growing Up

The oldest Millennials are hitting an inflection point — what should they be thinking about as they begin to grow their wealth, make partner, and get…

Giving Beyond the Holidays — How Much Should I Leave to My Kids and Grandkids?

“I want to leave to my…

The Best Books of 2016

In case your holiday shopping list includes a book or two, below is a list of the Woodmont team’s top reads in 2016. Listed below in alphabetical order with a brief blurb about each from Amazon.

Market Highs Absent the Euphoria

Equity investors entered 2016 with low expectations. Nine months later, markets are just shy of…

Woodmont Issue Briefing — Recent IRS Business Valuation Proposal Raises Short-Term and Long-Term Estate Considerations

2016: Far Better Than Expectations. Now What?

Down three games to one, the Cleveland Cavaliers won three straight to take…

Be Wary of the Consensus

The first half of 2016 proved yet again investors can expect the unexpected. After the worst start to a year ever…

1Q 2016: Worst Ever Start. Best Ever Finish.

T he Standard & Poor’s 500 Index had its worst ever start to a year falling 10% as of February 11. Subsequently climbing 13%, the Index managed to close the first quarter up 1%. Not since 1934 had the S&P 500 or its predecessor index begun the first…

2015: A Duck of a Year. Calm on the Surface, but Lots Happening Underneath

I n 2015, the S&P 500 increased 1%, the MSCI Global Index declined 2%, and the Barclays Aggregate Bond Index gained 1%. Emerging international and small-capitalization stocks struggled, declining 15%…