2024 Year-End Financial Checklist & Important Deadlines and Dates
As the holiday season draws near, we extend our gratitude to our valued clients, friends, and partners for their support. While the financial markets are beyond your control, the year-end checklist provided below offers 20 actionable steps that are well within your grasp. These actions, spanning from the pragmatic to the aspirational, have the potential […]
The Markets Don’t Care Who’s in Office
Many of us care deeply about which political party wins the presidential election but the stock market doesn’t. It mainly cares about corporate profits and over the past century, it hasn’t mattered who’s the president – profits grow. Presidents don’t have as much power as they would lead you to think they do because they […]
Quarterly Update & Investment Review
U.S. stocks advanced for the fifth straight month and rose to several record highs in September, leading to another quarterly gain. Non-U.S. stocks also posted upbeat monthly and quarterly returns. Meanwhile, U.S. bonds rallied in September and for the quarter. Stocks across markets, styles, and market capitalizations Fixed-Income Returns Amid expectations for the Fed to […]
