General
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...
Happy New Year!
Happy New Year and thank goodness it’s 2023. Some years are a relief to close the books on, and 2022 was one of those years. It was a challenging and unusual year in the markets. Macroeconomic factors were the primary driver of investment returns in 2022 read more...
2022: The Finish Line is in Sight
We’re closing in on the end of this tumultuous year. As we get nearer to 2022’s “finish line”, it’s helpful to look back at the year so that we can begin to assess what 2023 may bring. read more...
2022 Year-end Financial Reminders
As we approach the end of 2022, it's a good time to address year-end "to-do's". Please find below a list of financial items to consider before year-end, as well as important deadlines to keep track of this year and for 2023. read more...
Welcome to Lariat Wealth Management
With tremendous pride, I’d like to welcome you to Lariat Wealth Management and www.lariatwealth.com.
After 22 years in finance and investments, I founded Lariat Wealth Management in 2021 to provide tailored financial guidance and investment management to individuals, families, non-profits and institutions. read more...