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Monday, March 11, 2024

Key Takeaways: Market performance during election years isn’t meaningfully different from average market performance overall. Which political party wins doesn’t correlate to investment results. Markets tend to rise in...

Friday, February 9, 2024

Key Takeaways: As we embark on 2024, economic optimism prevails, supported by recent upticks in job creation and corporate profits. However, caution is warranted, considering factors such as still-tight monetary policy, mounting debt...

Monday, December 11, 2023

 Key Takeaways: Tax-loss harvesting can help you turn investment losses into an opportunity, offsetting capital gains or current income. There are subtleties associated with tax-loss harvesting that require careful attention if it...

Thursday, November 9, 2023

Key Takeaways: SEC Safeguards Investments: New SEC measures aim to enhance MMFs' resilience, ensuring better protection for investors' assets. Changes Address Market Concerns: Prompted by COVID-19 challenges, the 2023 changes remove...

Wednesday, October 18, 2023

Key takeaways:  A Gathering Storm: The US economy potentially faces an impending debt crisis, with dark clouds forming on the horizon. Despite the cheer of soaring stock market returns (+13.6% YTD as of 10/6) and calls for a "soft landing,"

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Wednesday, August 9, 2023

Key Takeaways Last Tuesday, Fitch Ratings became the second of three major ratings agencies to downgrade US Government debt from the highest triple-A rating, citing the government’s rising debt burden and political difficulties...

Thursday, July 20, 2023

SummaryEquity and fixed income markets have had a strong first half of 2023Historically, that strong start to the year continues in the second halfRisks remain in the next six monthsAs always, focus on your long-term financial goals...

Wednesday, June 14, 2023

Key TakeawaysExcitement over AI has boosted markets in 2023 despite inflation and pervasive economic pessimism. A small handful of AI-related companies are primarily responsible for strong year-to-date performance for the broad stock...

Monday, May 8, 2023

Key TakeawaysInvestors and economists increasingly expect to see a recession in the US this yearHistorically, equity markets have seen significant drawdowns around recessionsDiversifying into other asset classes can help mitigate...

Friday, April 7, 2023

A US recession has been highly anticipated since mid-2022. However, the risk of a deep or drawn-out recession has come down in recent monthsEquities have already experienced a significant pullback, pricing in a future recessionBonds...

Monday, February 13, 2023

Key Takeaways:With 2022 fresh on investors’ minds and with short-term yields at their highest levels in over a decade, it is understandable that some clients are asking whether they should simply sell their bond positions in...

Friday, January 6, 2023

Major changes are (again) coming to rules surrounding retirement account distributions, retirement account beneficiaries, Roth accounts, and other actions designed to increase retirement savings for individuals. While not as impactful...

Wednesday, December 7, 2022

 KEY TAKEAWAYS: A silver lining of higher inflation has been the increase of interest rates earned on cash savings. These higher interest rates bring back some previously popular savings options such as money market accounts, CDs, and...

Tuesday, May 28, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...