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Market Commentary
Quarterly Insights: October 2024
The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face a mixed bag of signals. No matter the environment,...
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Market Commentary
Quarterly Insights: October 2024
The U.S. economy and capital markets performed well in the third quarter of 2024. It’s hard to predict whether this strength will continue as we face ...
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Grow Wealth
A Stock-Picker’s Market
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reas...
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Manage Wealth
Finalized Inherited IRA Regulations
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth
Finding Peace of Mind with a Well-Ordered Financial Household
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets...
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Market Commentary
Quarterly Insights: July 2024
The U.S. economy keeps growing even in the face of high interest rates. Consumers are spending, businesses are investing, and the labor market is stro...
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Market Commentary
Reflections on a Changing Investment Environment
In the investment field like many other undertakings in life, activity does not equal achievement. During periods of significant change, investors may...
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Manage Wealth
Protecting Against AI-Driven Financial Fraud
It's 2:00 a.m., and you are sleeping soundly when your cell phone rings from an unknown number. You answer the phone to hear your grandson’s voice on ...
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Manage Wealth
2024 RMD Relief for IRA Beneficiaries Subject to 10-Year Rule
In April, the Internal Revenue Service waived penalties for beneficiaries of individual retirement accounts subject to required minimum distributions ...
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Market Commentary
Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn,...
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Grow Wealth
A Reality Check on AI
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human hist...
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