General
Q1 2025 and the First Few Weeks of April: Own Goal?
2025 began on a strong footing. In 2024 U.S. stock markets had hit record high levels, driven by economic strength, healthy consumer spending, strong corporate profits and short-term interest rate cuts by the Federal Reserve. Investors were optimistic coming into the new year, buoyed by the prospect of more interest rate cuts by the Federal Reserve (“Fed”). read more...
2025 Tax Deadline Reminders
Tax day is Tuesday, April 15, 2025. A few reminders as we get closer to the deadline: April 15th, 2025, Deadlines: Traditional IRA Contributions: 2024 contributions to a traditional IRA can be made through April 15, 2025. Contributions are typically tax deductible and can be up to $7,000 for those under age 50 and $8,000 for those 50 and older. read more...
Hold On! 2024 Year-end Review and What to Watch in 2025
Happy New Year! Each January brings the National Western Stock Show to Denver, and in one of the annual events, Mutton Bustin’, brave kids hang on to sprinting sheep for as long as possible. Investors will likely need to hold on tight as well this year. read more...
2024 Year-end Financial Reminders
An impactful piece of tax legislation, the Tax Cuts and Jobs Act 2017, was enacted under Trump’s first administration. This legislation was scheduled to sunset at the beginning of 2026, however given Trump’s victory, it is highly likely that during his second administration key provisions in this bill, including the temporary increase in the lifetime gift and estate tax exemption, will be extended. read more...
Q3 2024 Market Update: Bull Market Run Continues
We’ve had a strong market this year, although it doesn’t quite feel like it. Both the S&P 500 Index and the Nasdaq Composite Index are up nearly 21% through September 30, 2024, and the usually stodgy Dow Jones Industrial Index is up a strong 12%. read more...
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...