RESOURCE CENTER

The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.
RESOURCE CENTER
The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.
Third Quarter 2020 Market Perspective
All major asset classes advanced in the third quarter amidst increased volatility and despite some sharp September declines. | EQUITIES U.S. equity indices were up across the board in the third quarter, led by the Dow Jones Transportation Index (up 22.43%) and the...
Second Quarter 2020 Market Perspective
Virtually all asset classes produced gains in the second quarter, although only precious metals and fixed income were positive for the year to date. After the “sell everything” decline in March, markets reflected a “buy everything” mood in the second quarter. In fact,...
First Quarter 2020 Market Perspective
Our world has changed more profoundly than most of us can remember. A global health emergency which compels the world to come to a halt is simply unprecedented in the modern era. The effect of Covid-19 on our physical health and economic well-being has clearly been...
Forth Quarter 2019 Market Perspective
As 2018 was the worst year for financial markets in 45 years, 2019 was one of the best years on record for all investments. | EQUITY MARKETS Equities performed well domestically and internationally. The S&P 500 rose 9.1% in the fourth quarter to finish the year up...
Third Quarter 2019 Market Perspective
The third quarter saw renewed volatility in equities, additional gains in fixed income, and strong movement in precious metals. I EQUITY MARKETS The S&P 500 was up 1. 7% for the quarter, but the NYSE as a whole and NASDAQ both declined slightly (0.34% and 0.09%...
Second Quarter 2019 Market Perspective
The second quarter saw renewed volatility in stocks, strong performance from bonds, and the possible beginning of a breakout in precious metals. I EQUITY MARKETS Domestic equities outperformed both international developed and emerging markets. For the quarter, the...
First Quarter 2019 Market Perspective
After a historically poor year across all asset classes, most assets turned around in the first quarter of 2019. I EQUITY MARKETS Stocks had a strong quarter both domestically and abroad. Rebounding from its worst December since 1931, the S&P 500 advanced more...
Third Quarter 2018 Market Perspective
I U.S.+ INTERNATIONAL EQUITY MARKETS U.S. equities enjoyed the best quarter in five years with the S&P 500 and NASDAQ up over 7%. The U.S. economy, according to Federal Reserve Chair Jerome Powell, is in the midst of a "remarkably positive" period with a...
Fourth Quarter 2018 Market Perspective
The fourth quarter saw continued - even increased - volatility in the markets, as virtually every major asset class reversed course during the quarter and finished down on the year. All major U.S. equity indices declined more than 10% in the fourth...
Second Quarter 2018 Market Perspective
US equities significantly outperformed international equities in both developed and emerging markets in the second quarter of 2018. Domestic stocks outpaced foreign stocks by 6.2% in the quarter, bringing the 10-year performance gap between US and foreign stocks to...
Stock Options – Same Day Sales
A stock option allows (but does not obligate) an employee to buy a specified number of shares of stock from a company for a specified price during a specified period of time. There are two categories of stock options. Nonstatutory (nonqualified) stock options....
Get MORE Out of Your Charitable Contributions
There are countless reasons people give to charity every year, from wanting to help out a good cause to not forgetting the help they’ve received in years past to just plain feel-ing good about it. Of course, the tax benefits are nice too! In some instances, those tax benefits can be better than you might think. What is it?
First Quarter 2018 Market Perspective
For the first time in ten quarters, most global developed equity markets declined in value for the period ending March 31, 2018. The-tech heavy NASDAQ was able to advance, along with emerging market equities. The year began with rampant optimism around equities as...
New Tax Law
The new tax law, commonly called the “Tax Cuts and Jobs Act,” is the biggest federal tax law change in over 30 years. Below are some significant changes affecting individuals and businesses. Note: Except where noted, the changes are effective for tax years beginning...
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