Blog
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place.
Proactive Year-end Tax Planning for 2020 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities…
Low Interest Rates and Investors
Quarterly Economic Update: Second Quarter 2020
Research
Possible Halloween Scares For Markets And The Economy | Weekly Market Commentary | October 30, 2023
Can Something Good Come From A Crisis? | Weekly Market Commentary | October 23, 2023
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year.
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
The October-November reporting season can be particularly interesting because full-year numbers are nearly locked in while more companies share thoughts on the year ahead. Here are several things we will be watching as reports stream in.
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.