General
This Bull Market Has Been Easy to Spook – What to Watch for This Fall
Despite a big pullback at the end of July and early August, the equity markets have been on a tear in 2024. The S&P 500 Index, which tracks 500 leading U.S.-traded companies, is up over 18% through the end of August, outpacing the tech-heavy Nasdaq Composite Index, which is up +17%. read more...
Q2 2024 Market Update: Favorable Backdrop Continues, But Markets on a Highwire
After a bumpy start in April, most U.S. equity indexes continued to climb in the second quarter of 2024. read more...
Tax Deadline Reminders
Tax day is Monday, April 15, 2024. October 15, 2024, is the tax return due date for those filing extensions. A few reminders as we get closer to the deadline. read more...
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...
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...
Will the Fed Pull Off a “Sully” Landing?
The financial markets have rebounded thus far in 2023, erasing some of 2022’s losses. Through January 31, 2023, the S&P 500 Index has gained nearly 6%, the NASDAQ is up nearly 11% and the Dow Jones Industrial Average is up over 2%. The fixed income markets have improved as well, with the Bloomberg Barclays U.S. Aggregate Bond Index up nearly 3%. read more...