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
Article courtesy of Dimensional Fund Advisors. KEY TAKEAWAYS After a strong start to the year for US stocks, the engine that has driven them upward for the better part of four years shifted nearer to “idle” in the third quarter. The S&P 500 was able to climb to fresh highs in August, helped by technology … Continue reading Quarterly Review: Cautious Investors Tap the Brakes
Investment Philosophy
The S&P 500 hit record levels in early June, driven by chipmakers and other tech stocks.
Equity returns in developed international markets were in line with those in the US, but emerging markets fared the best.
The US Federal Reserve, now under new leadership, continued holding interest rates steady amid an uptick in inflation.
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