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Profitability Rises Along with Rates
Investors and global markets faced no shortage of geopolitical and macroeconomic concerns during the quarter, including a reacceleration of oil prices, higher bond yields, ongoing questions surrounding the pace of…
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Markets – 2nd Quarter, 2026
First-quarter earnings season ended with all S&P 500 sectors beating expectations. Eight of the 11 sectors delivered double-digit EPS growth,…
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Financial Planning Corner: Are You Giving the IRS Free Money?
We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading…
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How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child…
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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions…
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Geopolitical Events Move Quickly
Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year…
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Macroeconomics Update: Momentum Moderates but Remains Intact
Following a period of above-trend growth through the second and third quarters of 2025, economic momentum moderated during the fourth…