After a strong start to the year, markets retreated in a volatile March behind concerns around the conflict with Iran, the impact of higher oil...
First Quarter 2026 Market Overview
read more
Fourth Quarter 2025 Market Overview
International and Emerging Markets stocks were the best performers for Q4 and the full year, aided by a decline in the US dollar of about 9%, but...
5 Hidden “Tax Traps” for High Income Earners
When you're earning several hundred thousand dollars, taxes hit differently. Federal marginal rates climb to 37%, then you add state taxes, and...
Looking Back at 2025: How Strong Markets Remind Us Why a Disciplined Investment Philosophy Matters
The past three years have been remarkably strong. I've had more than a few conversations with clients who've opened their quarterly statements with...
Third Quarter 2025 Market Overview
Markets continued to rally in the third quarter with stocks and bonds alike enjoying positive returns. Continued investment into AI, such as the $40...
2025 Q3 Mid-Quarter Market Update – In an Uncertain World
Robert Rubin served as Treasury Secretary under President Clinton from 1995-99. After his time in public service, he wrote a memoir entitled In an...
Second Quarter 2025 Market Overview
Mounting concerns around the impact of escalating tariff policies on inflation and weakening economic data drove a negative first quarter for US...
2025 Q2 Mid-Quarter Market Update – Volatility, Patience, and Opportunity
94 Years Young! On Friday, May 2, the shares of Berkshire Hathaway closed at a record high. The next day at the company’s annual shareholder...
First Quarter 2025 Market Overview
The first quarter of 2025 saw more than its fair share of volatility, with the S&P 500 hitting an all-time high on February 19th, before having...
How Financial Advisors Choose Investment Strategies
Your financial investment strategy should not exist in a vacuum—it needs to be part of an overall financial plan designed to meet your needs and...