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Market Commentary
Off Into the Sunset
The Tax Cuts and Job Act of 2017 (TCJA) has many provisions that are set to expire at the end of 2025. This...
A Market of Orchestration, Not Concentration
From Spotlight to Harmony It is late evening in a grand concert hall. The audience sits in hushed anticipation as the...
New Year, New Rules: Key IRA and 401(k) Changes for 2025
Welcome to 2025! As we move into the next year, it’s time to review all things rule-related as it concerns your...
Nutella, Pencils and Taxes: A Review of Tariff Policy
Tariffs are a foreign concept to most people. Beyond their role as a tax on the sale of foreign goods, in the real...
Protect Yourself from the Rise of Check Washing Scams
Although check washing isn’t new, it’s experiencing a resurgence, with postal inspectors recovering over $1 billion in...
Olympic Dreams and Economic Realities: What Paris 2024 Taught Us About Labor Markets
As workers return to the office after an extended Labor Day weekend, labor and employment are naturally front of mind....
National Dollar Day: Unchanging Bills and Timeless Investment Principles
As we commemorate National Dollar Day, it's fascinating to reflect not only on the currency itself but also on the...
Market Volatility and the Buffett Indicator: A Review of Current Market Levels
Mere days after the popular media began dusting off references to the famous “Buffett Indicator”, markets hemorrhaged...
Safe at Home: Avoiding Costly Errors When Markets Get Wild
As the Major League Baseball season takes swing—with ballparks buzzing, gloves snapping, and the unmistakable scent of...
Technology as a Tool to Enhance Fiduciary Relationships
Abby, “Technology is evolving rapidly and I’m concerned it might replace the personal relationship I have with my...
Celebrating International Redefining Wealth Day
Every year, International Redefining Wealth Day (March 15) reminds us to look beyond the conventional view of wealth...