Blog
Proactive Year-end Tax Planning for 2023 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...
Traditional and ROTH IRAs – Strategies for Building Your Retirement
Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. Having healthy retirement savings can help you live comfortably in your golden...
Quarterly Economic Update | Second Quarter 2023
The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling agreement, the Federal Reserve pausing their aggressive interest rate hikes, and bank failure fears starting to subside. During the...
Ideas to Help Prepare for a Recession
For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!”...
Research
Is India The New China? | Weekly Market Commentary | September 25, 2023
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.
The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who highlighted the prodigious growth and investment prospects of Brazil, Russia, India, and China combined.
What is Normal? | Weekly Market Commentary | August 28, 2023
The 1980s were a time of great movies, parachute pants, and even better music. Throw in the release of Pac-Man and the launch of MTV (when they actually played music videos), and the 80s were largely considered by some (me) to be the best decade ever! The 1980s also saw the start of one of the most impressive bull market runs in recent history: The start of the bond bull market.