Resources

Investment Philosophy

Market Review 2025: US Stocks Ride Rocky Road to a Third Straight Year of Gains

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

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Investment Philosophy

Markets Look Forward. So Should Investors.

With a stark shift in US tariff policy announced on April 2 and ongoing responses worldwide, many investors are on edge. Volatility as measured by the VIX index has spiked to levels not seen in nearly five years. But when there is real economic uncertainty and information is quickly changing, volatility is a sign that markets are functioning.

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Tax & Compliance

Ideas and Price Tags: A Closer Look at President-Elect Trump’s Tax Reform Promises

As we prepare for potential tax policy changes, it’s essential to evaluate the key proposals put forth by President-elect Donald Trump during his campaign. His tax plan includes significant reforms for individuals and businesses, aiming to stimulate economic growth while offering tax relief. However, these changes also carry substantial fiscal costs. Below is an overview … Continue reading Ideas and Price Tags: A Closer Look at President-Elect Trump’s Tax Reform Promises

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