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
The beginning of 2024 started out a lot like the end of 2023, with markets rising amid talk of a potential decrease in US inflation and interest rate cuts from the Federal Reserve that could follow. But much like last year, those expectations remained unfulfilled, as core inflation fell slightly but held above 3% and … Continue reading Midyear Review: Stocks Maintain Momentum
Investment Philosophy
Stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelled stocks higher, as the S&P 500 rose above 5,000 for the first time and hit new all-time highs.
Investment Philosophy
Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, resulting in the best annual return since 2021.