What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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- Market Commentary
Market Commentary 04/09/2024
April 9, 2024
The Markets The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be ...
Market Commentary 04/02/2024
April 2, 2024
The Markets What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar ...
Market Commentary 03/26/2024
March 26, 2024
The Markets The central banks have spoken. No one expected the United States Federal Reserve to announce a rate change ...
Market Commentary 03/19/2024
March 19, 2024
The Markets Here’s the tea on stock markets and presidential elections. Last week, a slew of headlines mentioned stock market ...
Market Commentary 03/12/2024
March 12, 2024
The Markets The week got off to a good start… In testimony before House and Senate committees, Federal Reserve (Fed) ...
How a Financial Advisor Can Help Lower Your Tax Bill
March 5, 2024
Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward ...
The Never-ending Pursuit of Money
March 5, 2024
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing ...
Market Commentary 03/05/2024
March 5, 2024
The Markets The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. ...
Market Commentary 04/16/2024