Blog
Quarterly Economic Update First Quarter 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that...
Proactive Planning: Sunsetting Estate Tax Law
Communication and planning have always been essential when attempting to transfer wealth efficiently. Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs...
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...
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...
Research
The Intersection of Political Uncertainty and Global Debt Markets | Weekly Market Commentary | September 15, 2025
While much has (rightfully) been made of the ongoing debt and deficit spending here in the U.S., the fiscal positions of major developed economies reveal profound disparities in debt management and long-term trend sustainability. Mounting government obligations could have significant implications on economic stability and monetary policy flexibility if not remedied.
Stocks Are Following the Market’s Playbook | Weekly Market Commentary | September 8, 2025
The S&P 500 has gained more than 30% since its low on April 8, 2025, and is up 5% since the index fully recovered its early-year correction losses on June 27, 2025 (with a close of 6,144).
Calm Before the Storm: Can This Rally Continue in September? | Weekly Market Commentary | September 2, 2025
The end of Labor Day weekend often arrives with a bittersweet tone — it’s a final salute to summer’s warmth and leisure before the cool air of fall arrives for much of the country.
Grand Ideas at the Grand Tetons | Weekly Market Commentary | August 25, 2025
As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political pressures, personnel changes, and internal divisions over monetary policy direction.










