U.S. equity indices declined slightly in the first quarter of 2025, pulled lower by the same mega-cap companies that led the market higher in 2023 and 2024. Investors rotated into large-cap value stocks, which were up about 2% for the … Read More

By Christine R. Quillian, CFA, CFP®, Helen M. Donahue, CFA Investors, who had been banking on a broad-based economic boom, have found themselves consternated by a wall of tariff-ic uncertainty. President Trump’s “Liberation Day” tariffs announcement on April 2, 2025, … Read More

It’s exhausting, isn’t it? Feeling like around every corner there is someone trying to separate you from your money. For example, I got the text below just the other day.  Luckily, I was able to quickly spot that this wasn’t … Read More

By Ned Montag, CEO As we look back at the markets of 2024, there are some impressive trends to note. In 2022, markets closed down around 20%; in 2023, they closed up 24-25%. 2024 showed nearly identical results to 2023, … Read More

Through 12/31/24, returns for the various indices are as follows:      2024 concluded with another strong year with an 11% earnings growth for the S&P 500 compared to the 6% earnings growth in 2023. This contributed to a return of … Read More

When spending time with your family and friends, you may find yourself reflecting on how you and your loved ones support each other. As you do, you should think about who in your life you could designate as a trusted … Read More

By JACKSON KEENAN, CFP® Most Americans’ tax deadline will be Tuesday, April 15, 2025. I recommend that our high-net-worth clients consider Tuesday, December 31, 2024, as their tax deadline. In today’s blog, I will discuss tax advantage strategies that should … Read More

by Christine R. Quillian, CFA, CFP®, Portfolio Manager  In an era dominated by algorithms, artificial intelligence, and automated trading, it might seem counter intuitive to emphasize the value of personal relationships in investment management. However, by fostering trust, empathy, communication … Read More

Clients with LLCs, partnerships, or any entity that has filed with the Secretary of State may be required to file a form with the Financial Crimes Enforcement Network of the US Department of the Treasury by the end of 2024. … Read More

By Ned Montag, CEO In his 1996 State of the Union Address, President Bill Clinton declared that “the era of big government is over.”  This drew loud applause.  Clinton reached this policy shift after the Democrats suffered a massive mid-term … Read More