Crescent’s Quarterly Considerations report includes the following data: Third Quarter 2020 Market Events, Asset Class Performance, Market Themes, Fixed Income Market, Equity Market and Alternatives Market Updates, Economic Review, Diversification and Financial Markets Performance.

Expectations for another round of fiscal stimulus appeared to fade quickly in September, one of three themes that ended the global rebound in risk assets.

Legal documents are the practical means of addressing our eventual demise. These prepared documents contain explanations of the who, the what, the where and the when. But despite providing answers and solutions for all these end-of-life concerns, the “why” of it all often seems to be neglected. The “why” is a critical component and might just be where true legacy lies.

As of Sept. 30, 2020, here’s a summary of Asset Class Performance and Financial Markets Performance.

Unfortunately, when challenges befall the world, as it has while the coronavirus pandemic continues, hackers and identity thieves have better opportunities to prey on unwitting civilians enduring a time of crisis, a time when it might be easier to let one's guard down.

With the presidential and congressional elections less than two months away, many taxpayers are probably wondering whether a new administration and a new Congress might pass sweeping reforms to dramatically alter the current tax landscape. Taxpayers may have to wait until after the November 3 elections to get a better sense of the potential for tax reform; however, in the interim, following these three planning strategies today may help bolster tax savings, regardless of which candidates take office in 2021.

Download our PDF on Social Security considerations, including eligibility requirements, when to take your benefits, and benefit taxation.

All elections are important, but to many investors, the coming election feels particularly weighty. The policy ramifications of White House and congressional outcomes can seem unnerving, especially given the wide policy differences and, in some cases, dramatic policy proposals (particularly, taxes). However, history suggests election results should not be the primary driver of investment decisions.

As of August 31, 2020, here’s a summary of Asset Class Performance and Financial Markets Performance.

On January 16, 2020, the U.S. Department of the Treasury (U.S. Treasury) issued its results of market participant feedback to re-introduce the 20-year U.S. Treasury – and it could not have come at a better time.

With ESG (environmental, social, governance) investing already trending upward pre-pandemic, this public health crisis and its subsequent economic impact seems to have accelerated this development with no signs of slowing.

The broad-based rally in risk assets continued for the fourth consecutive month, bringing many segments of the U.S. equity market back near all-time highs.

The Federal Reserve left its policy rate unchanged at the July meeting and announced it expects to continue buying U.S. Treasury and agency securities at the current pace for the foreseeable future.

As of July 31, 2020, here’s a summary of Asset Class Performance and Financial Markets Performance.