August 2024
You’ve worked hard to accumulate and manage your wealth.
When it comes time to transfer that wealth to your children or grandchildren, it can give you peace of mind if you know they understand the basics of wealth management.
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook,...
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when...
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total...
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on...
October could best be described as a mixed bag: some good, some bad, but certainly eventful. The month’s headlines and...
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to...
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as...
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald...
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an...
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the...