2025 Important Tax Numbers and Contribution Limits
As we approach tax season, it’s crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Quarterly Webinar: Q1 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 1st quarter of 2025.
3 Financial New Year’s Resolutions For 2025
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
2024 is History: A New Year’s Client Message
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
Top Client Questions: Fed, Debt, Trump
As we approach the end of the year, I want to address a few of the top questions we’re getting from clients right now.
Chart of the Month | S&P 500 Sets More Than 50 New Highs in 2024
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%.
Top 11 Tax Reduction Strategies for High Earners
As a high-income earner, you still have many options to reduce your taxes. In this article we’ll discuss some of the most effective tax reduction strategies for high earners.
3 Reasons Investors Can Be Thankful This Holiday Season
Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024.
How to Reduce Taxes in Retirement: Key Strategies
Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.
Chart of the Month | Early Post-Election Takeaways: Comparing 2024 to 2016
The election is over, and global markets are analyzing the outcome and starting to adjust for the upcoming Trump administration.
Why Are Interest Rates Rising Amid Fed Cuts?
An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.
How Retirees Can Navigate Cost of Living Challenges
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
2024 Gold Rally
Along with the uncertainty of the past few years, it’s no wonder that we’re seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.
Chart of the Month | Uncharted Territory: Understanding This Economic Cycle
The economy is in uncharted territory. Figure 1 graphs the Leading Economic Index (LEI), which tracks ten data points that tend to change before the overall economy does.
The Impact of Tax Proposals and the Election
With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.
