by admin | Apr 23, 2026 | Uncategorized
Markets are facing rising geopolitical tensions and policy uncertainty that are clouding the growth outlook—despite signs of underlying economic resilience. Our Quarterly Outlook explores the risks, sources of stability, and key areas to watch as we enter into the...
by admin | Apr 23, 2026 | Uncategorized
As tax season wraps up, many investors may be reviewing what drove their tax bill last year. For many, capital gains taxes could have played a significant role. If your tax professional didn’t walk you through how capital gains tax works or proactively look for ways...
by admin | Apr 23, 2026 | Uncategorized
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react to them matter far more than prediction. During...
by admin | Apr 23, 2026 | Uncategorized
Over the weekend, the United States and allied forces attacked Iran. Conflict in the Middle East continues. Consider recent examples: Russia invaded Ukraine, terrorist attacks, missile strikes, civil wars, and even regional conflicts, such as with ICE. If you watch...
by admin | Apr 23, 2026 | Uncategorized
News around private credit may sound alarming, but the outcomes don’t have to be. As always, prudent manager selection, strong underwriting, and a diversified portfolio can provide a more comfortable future than the headlines may lead you to believe. Recent Private...
by admin | Apr 23, 2026 | Uncategorized
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals Key Points Maximum Taxable Earnings Rise to $184,500: Direct increase in Federal Insurance Contributions Act (FICA) payroll taxes for high earners. Medicare Income-Related Monthly...
by admin | Apr 10, 2025 | Uncategorized
Investor sentiment has shifted sharply over the last few weeks, driving the U.S. stock markets, as measured by the S&P 500 Index, lower by approximately 10%. The potential catalysts include artificial intelligence disruptions, markets navigating the Trump...
by admin | Mar 12, 2025 | Uncategorized
An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement. As the name implies, the account is for an individual. It cannot be held jointly with your spouse or another person. An IRA offers significant advantages, including: Tax...
by admin | Feb 7, 2025 | Uncategorized
What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. The American Medical Association says, “Regular physical exercise is one of the single most important...
by admin | Jan 14, 2025 | Uncategorized
2024—Another rise in excess of 20% One year ago, we opined, “Rate cuts that occur because the Fed ‘can,’ not because they ‘must,’ is the preferred path” for investors. It’s not that we have special insights when peering into the future. We have yet to find anyone who...
