2023 Year-end Financial Reminders
2023 went by quickly! As we near year-end, please note the following tax deadlines and financial housekeeping to-do items. As we move into 2024, note that major changes could be coming to the personal tax landscape over the next several years. read more...
Q3 2023 Review: Bond Market Volatility Rises, Equity Markets Weaken but Still Strong YTD
After a strong first half of 2023 in the financial markets this year, sentiment in both the equity and bond markets began to worsen early in the third quarter. Typically, July and August are quieter months in the markets, as many market participants take time off. read more...
Roth IRAs for Hardworking Teenagers: A Perk of Your Child’s Summer Job with Big Potential
If your child earns income, they are eligible to set up a Roth IRA, which is an extra perk from all that lifeguarding, ice cream scooping, lawnmowing and paid interning. While the financial jargon (IRAs, earned income, contributions etc.) read more...
Will the Financial Markets Shake It Off?
Maybe it’s still a “YOLO” (you only live once) effect from Covid, as consumers continue to spend lavishly on experiences like concerts and travel, but the fact remains that consumers are not behaving like a recession is imminent. read more...
At a Crossroads: Wile E. Coyote Moment or Soft Landing?
It’s been an eventful first half of 2023 in the financial markets. Through June 30, 2023, we’ve seen a major rebound in equity markets after 2022’s sell-off, which was triggered by the Federal Reserve’s rapidly tightening monetary policy. read more...
This Bull Market May Turn on Us
Equity markets have surged back in 2023 after 2022’s precipitous decline. Driven largely by investor excitement over artificial intelligence, a few large companies have seen significant rebounds this year and have driven the S&P 500 Index and Nasdaq Composite equity indices higher. read more...
Graduates: Celebrate Your Achievements and Invest in Your Future
Congratulations to all graduates! What an incredible achievement, and a major milestone. For many the next step is the working world and “real life”. You have years of education behind you. read more...
Q1 2023 Update: Cracks Emerge
After a challenging 2022, 2023 got off to a good start in the markets. The equity markets saw strong gains in January as market participants anticipated a potential soft-landing scenario and no recession, despite the Fed’s rapid monetary policy tightening over the past year. read more...
Tax Deadline Reminders
Tax day is April 18, 2023 this year. A few reminders as we get closer to the deadline: April 18, 2023, Deadlines. October 16, 2023, Deadlines. Future changes to be aware of. read more...
Time To Get Out the Fire Extinguisher
In last month’s blog the key focus was whether the Fed could tighten monetary policy significantly without causing a recession. The question should have been broader – can the Fed tighten policy without anything breaking? The answer is no, as we found out this past week with the failures of several financial institutions, most notably Silicon Valley Bank. read more...