Featured Post Market Commentary

Staying the Course

Financial markets can catch investors off guard. This year has been a case study of how market rallies can occur in the face of seemingly bad news. Domestic equities roared higher in the first seven m...
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Still Waiting for Final RMD Regulations for Inherited IRAs

The Internal Revenue Service has again postponed releasing final rules on required minimum distributions for inherited individual retirement accounts....
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Market Commentary

Quarterly Insights: July 2023

Financial markets can be full of surprises. Some provide valuable information by which we might adjust our investment strategies. Other times, surpris...
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Market Commentary

Quarterly Insights: April 2023

It's been a little over a year since the Federal Reserve began their aggressive tightening cycle to combat persistent inflation, increasing short-term...
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Manage Wealth

Tax and Retirement Updates

The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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Market Commentary

Quarterly Insights: January 2023

As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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Market Commentary

Quarterly Insights: October 2022

After dropping borrowing rates to zero during the pandemic, the Federal Reserve has dramatically changed course in a bid to fight inflation. As we’ve ...
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Market Commentary

Quarterly Insights: July 2022

There were very few places to hide during the year’s first half as both equity and fixed income markets suffered heavy losses. With companies and cons...
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Market Commentary

Quarterly Insights: April 2022

The winds of change blew strong this past quarter, with new trends emerging and others shifting. Specifically, global risks have increased, a move tow...
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Market Commentary

Quarterly Insights: January 2022

Looking back on the past year from an economic and investment perspective, 2021 provided robust economic growth and strong gains in the U.S. stock mar...
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Market Commentary

Quarterly Insights: October 2021

The U.S. economy continues its recovery from early 2020. However, economic indicators point to a slowing rate of growth. Estimates for annual GDP grow...
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