Neil Goodson Neil Goodson

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…

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ProffittGoodson ProffittGoodson

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.

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Michael Cermak Michael Cermak

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?

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ProffittGoodson ProffittGoodson

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…

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ProffittGoodson ProffittGoodson

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…

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Michael Cermak Michael Cermak

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…

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Alex Owens Alex Owens

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.

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Michael Cermak Michael Cermak

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…

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Portfolio Strategy Michael Cermak Portfolio Strategy Michael Cermak

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.

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Market Commentary Michael Cermak Market Commentary Michael Cermak

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.

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Market Commentary Neil Goodson Market Commentary Neil Goodson

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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