Blog
We are always engaged in financial research and we periodically present our findings to our clients.
Supreme Court Tariff Ruling: Key Takeaways for Investors
After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the...
Jobs, Inflation, and Growth: Is the Economy Healthy?
The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent mixed...
How Equity Compensation Fits into Your Financial Plan
For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted...
Managing New Tax Changes to Optimize Your Financial Plan
As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant...
Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods...
Special Update: Venezuela, Oil, and the Impact on Portfolios
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military...
2025 Year in Review: A Historic Market Year for Investors
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's...
3 Tax Planning Opportunities Before December 31
As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round...
Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty
In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks,...
Monthly Market Update for October
The stock market continued its strong performance in October despite uncertainty from a government shutdown and renewed trade tensions with China early in the month. Many...
Perspectives on the Gold Rally and Dollar Debasement
As many asset classes have reached new peaks, gold has also climbed over 60% this year to above $4,300 per ounce. This rally has captured headlines and prompted many...
Retirement Planning: Social Security COLA and Portfolio Considerations
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been...