Blog
Proactive Retirement Strategies Using the SECURE Act
In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act…
5 Big Mistakes Investors Make
For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council.
Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
Market Volatility: A Normal Part of the Investment Experience
Baseball legend Yogi Berra once said, “It’s tough to make predictions, especially about the future.”
Research
Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.
Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.
Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.
