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  • 2025: The Year of Extreme Volatility, More in 2026?
    Macroeconomics, Markets Update, Quarterly Commentary

    2025: The Year of Extreme Volatility, More in 2026?

    January 8, 2026

    As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance since the 1990s. Wall Street was cautiously optimistic about…

    Read more: 2025: The Year of Extreme Volatility, More in 2026?
  • Estate Planning
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  • Markets Update
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  • Quarterly Commentary
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  • Tax Planning
  • Uncategorized
  • It Finally Happened.
    Macroeconomics, Markets Update, Quarterly Commentary

    It Finally Happened.

    October 9, 2024

    For the first time in more than four years, the Federal Reserve cut rates at their…

    Read more: It Finally Happened.
  • Markets – 3rd Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 3rd Quarter, 2024

    October 9, 2024

    The U.S. equity market rallied throughout the quarter, with the S&P 500 posting its best nine…

    Read more: Markets – 3rd Quarter, 2024
  • Will the Elections Cause a Slowdown?
    Macroeconomics, Markets Update, Quarterly Commentary

    Will the Elections Cause a Slowdown?

    July 10, 2024

    Not only is 2024 an election year in the U.S. but national elections are being held…

    Read more: Will the Elections Cause a Slowdown?
  • Markets – 2nd Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 2nd Quarter, 2024

    July 10, 2024

    Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The…

    Read more: Markets – 2nd Quarter, 2024
  • What’s the Rush?
    Quarterly Commentary

    What’s the Rush?

    April 12, 2024

    Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy…

    Read more: What’s the Rush?
  • Markets – 1st Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 1st Quarter, 2024

    April 12, 2024

    Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have…

    Read more: Markets – 1st Quarter, 2024
  • Markets – 4th Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2023

    January 18, 2024

    The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it…

    Read more: Markets – 4th Quarter, 2023
  • Is this time different?
    Macroeconomics, Markets Update, Quarterly Commentary

    Is this time different?

    October 12, 2023

    The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…

    Read more: Is this time different?
  • Markets – 3rd Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 3rd Quarter, 2023

    October 12, 2023

    Market participants went into the third quarter increasingly confident that a recession was off the table,…

    Read more: Markets – 3rd Quarter, 2023
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