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Special Tax Report

Special Tax Report

Helpful Information for Filing 2023 Income Taxes and Proactive Tax Planning for 2024 Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities...

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Quarterly Economic Update Fourth Quarter 2023

Quarterly Economic Update Fourth Quarter 2023

2023 is in the books and the last quarter left investors looking forward to a bright and happy new year. Historically, equities typically have advanced in the fourth quarter, and we can now add 2023 to that statistic. We entered the fourth quarter with strong...

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Welcome to 2024!

Welcome to 2024!

Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring us. Overall, 2023 was a good...

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Outlook 2024: A Turning Point

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

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Research

Buybacks Are Back | Weekly Market Commentary | February 26, 2024

Buybacks Are Back | Weekly Market Commentary | February 26, 2024

After a brief lull in 2023, buyback activity appears to be back this year. A resilient U.S. economy, easing inflation pressures, and expectations for an eventual shift to interest rate cuts have given corporate America confidence to boost authorized share repurchases. These companies have a history of outperforming the broader market and tend to have more exposure to momentum, value, and growth factors. While buybacks also reduce share count and help support earnings growth and valuations, they can also help limit downside volatility during periods of selling pressure.

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Treasuries: Who’s Buying and Why It Matters | Weekly Market Commentary | February 20, 2024

Treasuries: Who’s Buying and Why It Matters | Weekly Market Commentary | February 20, 2024

As the Federal Reserve (Fed) continues with its Quantitative Tightening (QT) program, questions abound regarding the Treasury Department’s expanding funding needs. The QT program is designed to reduce the Fed’s balance sheet — now $7.7 billion down from $9 billion — after Treasury notes (mostly) were bought after economic concerns intensified during the COVID-19-related pandemic. Households and, perhaps surprisingly, foreign investors have been buyers recently, and with the amount of Treasury supply coming to market, both will need to keep buying.

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Outlook For U.S. Economy Continues To Brighte | Weekly Market Commentary | February 12, 2024

Outlook For U.S. Economy Continues To Brighte | Weekly Market Commentary | February 12, 2024

When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the data produced the narrative that business activity in the New Year would grow on an annual basis but experience some bumps in the first half of the year. Now, enter the revisions.

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Will The January Barometer Come Through? | Weekly Market Commentary | February 5, 2024

Will The January Barometer Come Through? | Weekly Market Commentary | February 5, 2024

Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’ Here, we assess the likelihood that this popular stock market adage delivers more gains for investors this year. The weight of the evidence leans toward yes, as we explain.

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