Tax Planning
Take proactive steps to reduce the taxes you pay when it‘s time to file your return.
I believe fundamental honesty is the keystone of business.
Harvey Firestone, Businessman, founder of the Firestone Tire and Rubber Company
Investment Philosophy
KEY TAKEAWAYS After a calm start to the year, stocks took a downward turn late in the first quarter as investors around the world weighed the impact of geopolitical events, notably the war in Iran. In the US, the S&P 500 was down for 2026 as of March 20 after hitting record levels earlier in … Continue reading Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested
Investment Philosophy
KEY TAKEAWAYS US stocks notched their third year in a row of double-digit gains, but it wasn’t the smoothest ride. The S&P 500 hit records in the winter that were followed by a spring swoon. After powering past that to new highs in the fall, the markets cooled a bit along with the temperatures.1 Still, the … Continue reading Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains
Investment Philosophy
KEY TAKEAWAYS Stocks extended gains in the third quarter, with major indices in the US hitting new records, including the S&P 500 and Nasdaq, as trade negotiations proceeded and the US Federal Reserve cut interest rates.1The rate reduction in September was the first in nearly a year. Stocks’ rise was a continuation of the gains … Continue reading Stocks Hit Fresh Highs, and the Fed Makes a Cut