Are We Partying Like It’s 1999?
The stock market has had an excellent run lately, so much so that global stocks hit record highs in the first quarter of this year. Large US stocks led the global indices. The S&P 500 gained 10.6% to…
The Heart of Giving: Turning Intentions into Impact
Whether it's supporting a cause dear to your heart, aiding those in need, or fostering positive change in your community, realizing your philanthropic aspirations is not just about giving money; it's about giving meaningfully, intentionally, and joyfully.
Stocks at All-Time Highs: Time to Sell?
All-time highs for stock markets are cause for celebration. We tally up our gains and pat ourselves on the back. But concurrently, a bit of apprehension and unease seeps into our minds. We know stock markets ebb and flow, but is this when the market drops?
Writing Tomorrow’s Story Today: Planning for Your Legacy
Legacy can be a loaded phrase. It provokes reflection on our life story, the impact we’ve had, and what it is we leave behind, including our dreams and values. In the material sense, our legacy is about ensuring our hard-earned wealth serves a purpose long after we’ve closed…
Welcome the Golden Years: Planning for Your Ideal Retirement
What comes to mind when you hear the word retirement? For many of us, retirement is a phase of life we aspire to. It's a chapter where we can envision ourselves basking in the glow of well-deserved leisure, pursuing passions, and cherishing precious time spent with our…
Politics and Your Portfolio
U.S. presidential primary season is well underway, and November’s general election will be here before we know it. We are already inundated with election ads and information, whether that’s on social media or Saturday Night Live. Much can happen between now and…
7 Ways to Pay Less Taxes in 2024
Just as the new year provides new opportunities, new tax years provide the same. Here is a list of important changes coming in 2024. These figures are important in considering smart tax planning for the year ahead.
A Year of (Mostly) Good Surprises
Well, that was a pleasant surprise. What a difference a year makes. This year surprised most all economists, prognosticators, and investors. A welcome reprieve from the challenges of 2022. The economy remained resilient…
Beyond Dividends: The Hidden Risks of High-Income Strategies
Income is a critical component of an investment strategy. After all, the value of any asset depends on its ability to provide a return on capital. However, some investors place too much emphasis on generating income in their portfolio...
Your Future Starts Now: Why Every Young Adult Needs an Investment Advisor
Life can often feel like it's moving too fast, filled with choices, responsibilities, and deadlines. In the midst of it all, there is not enough time to think and plan for you and your family’s future.
The Arithmetic of Investing: Embracing the Power of the Market
The arithmetic of investing suggests that it is difficult for anyone to consistently "beat the market." What is the market after all?
Common (Costly) Mistakes
Investing one’s money is inherently an emotional endeavor. Often, the emotional detachment we provide as investment advisors is one of our most impactful
How Much is Enough?
For most working adults, retirement is an abstract concept. A typical retirement age is somewhere around 65, meaning the average…
Maximizing Impact: A Deep Dive into Donor-Advised Funds and Tax Planning
A Donor-Advised Fund (DAF) is a philanthropic vehicle that allows individuals to make a charitable contribution, secure an immediate tax deduction
The September Effect
The month of September has been, on average, a poor month for stocks going back more than a century. This year was no exception.
Don’t Overlook Bonds
In the financial markets, stocks usually get all the attention. This year, however, stocks have had to share the spotlight with cash investments – CDs, Treasury Bills, and the like.
Are I Bonds Worth the Trouble?
Many have seen the pictures of the enduring traffic jams at shipping ports and noticed the closed signs in the windows of restaurants in the afternoon. Supply constraints and labor shortages coupled with what seems to be insatiable consumer demand appear to have brought back inflation after a long hiatus, at least temporarily. But as inflation rises, so too do the interest rates on newly issued Series I Savings Bonds, creating an opportunity for investors seeking low-risk alternatives for cash.
Inflation is 6.2% - Should You be Worried?
News of the spread of a highly contagious COVID variant kicked off a retreat in risky assets in November. Global stocks retreated from new highs set in October, falling 2.4% in November while oil prices collapsed over 20%.
October’s Rebound
In a year of already strong gains for global stocks, October was another record-setting month. In particular, the S&P 500 reached a record high and finished the month up 7%. October marks the biggest gain for the index since last November when stocks jumped in the wake of the U.S. election and news of vaccines. Consumer discretionary and energy stocks were the highest returning economic sectors.
Relationship Problems
September ended a run of steady gains for stocks. In a turbulent month, global stocks dipped 5% after reaching another record high early in the month. Investors were lulled by seven months of steady gains. While well within the historical norm, September’s pullback feels jarring after a period of calm.
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