Market Commentary | March 11, 2024
The week got off to a good start… In testimony before House and Senate committees, Federal Reserve (Fed) Chair Jerome Powell noted that prices had
Market Commentary | March 04, 2024
The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. “The gains can keep coming, driven by
How a Financial Advisor Can Help Lower Your Tax Bill
Careful tax planning throughout the year can put more money in your pocket Tax planning is a vital part of any wealth management strategy,
The Neverending Pursuit of Money
What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the
Market Commentary | February 26, 2024
Optimism abounds! Enthusiasm for everything related to artificial intelligence (AI) drove a global stock market rally last week. Equity markets in the United States, Europe,
Market Commentary | February 20, 2024
Don’t fight the Fed. The Federal Reserve (Fed) is the central bank of the United States. A longstanding bit of investment wisdom is: Don’t fight