As we approach the end of the year, it’s time to think strategically about your taxes. There are many unique opportunities to optimize your tax position, but timing is everything....

IN REVIEW: 2024 Q3   The third quarter of 2024 stayed true to our “growing but slowing” theme, testing both investor optimism and market resilience. While the S&P 500 saw...

IN REVIEW: 2024 Q2   The second quarter of 2024 presented a more complex economic landscape, challenging some of the optimism that characterized the start of the year. While the...

Artificial Intelligence (AI) has rapidly become a cornerstone of modern technology, driving innovation across various sectors. While Nvidia often steals the spotlight with its AI advancements, numerous other companies are...

IN REVIEW: 2024 Q1   The 1st quarter of 2024 picked up right where we left off in 2023, as stocks continued to surge higher. Markets were buoyed by sustained...

IN REVIEW: 2023   2023 will be remembered as a year that defied expectations. Expectations for inflation, for growth, and for markets. Indeed, equity markets staged a dramatic comeback in...