Many of our clients find themselves reflecting on their charitable goals while also considering strategies to optimize their tax positions before year-end. For those looking to accomplish both goals seamlessly,...

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...