Blog
Quarterly Economic Update First Quarter 2022
The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.”
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
Research
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Looking Through the Clouds | Weekly Market Commentary | May 31, 2022
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.
Dawn of a New Era for Bonds | Weekly Market Commentary | May 23, 2022
Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.
CONTACT US
DOWNLOAD THE APP
SIGN UP FOR OUR NEWSLETTER
Third Party Savings
