RECENT NEWS
- The tax that's stopping older homeowners from selling their valuable propertieson January 22, 2025 at 8:44 pm
An extra tax on home sale profits over $250,000 was designed to target wealthy homeowners. But as home values have soared, the tax is impacting middle-income people, too. Two older homeowners said they wanted to downsize but had been discouraged by the tax.
- What is the Roth 401(k) five-year rule?on January 22, 2025 at 8:44 pm
Will your Roth 401(k) account distribution be tax-free? Make sure you understand the five-year rule.
- How to inventory your property for insurance claimson January 22, 2025 at 8:44 pm
Too many people assume disaster will never happen to them, leaving them unprepared when it does indeed strike. In the wake of a natural disasters like the California wildfires, the last thing anyone wants to deal with is trying to compile lists of items they’ve lost to submit for insurance payouts. That's why taking the time to inventory your belongings now, before tragedy hits, can go a long way toward giving you peace of mind should the unthinkable happen.
- You Don’t Need to Know It Allon January 22, 2025 at 8:44 pm
Expecting yourself to know everything is unrealistic and leads to burnout. Giving yourself permission to not know everything opens opportunities for trust-building and learning within your team, fostering growth and yielding thoughtful solutions.
- The Power of Compound Interest: Calculations and Exampleson January 22, 2025 at 8:44 pm
Discover the magic of compounding and why it's important to increasing wealth
Weekly Market Commentary
Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024
With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors.
Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024
With the Federal Reserve (Fed) pointing to higher-for-longer monetary policy last week (before Friday’s softer jobs report), we also explore how stocks perform during prolonged Fed pause periods.
That Was Quite A Week | Weekly Market Commentary | April 29, 2024
Stocks passed the test, with the S&P 500 up 2.7% for the week, recapturing most of the prior week’s losses despite a mixed GDP report and a double digit decline in shares of social media giant Meta (META) on April 25, after its results. Here we recap the week’s events and check in on sentiment.
The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024
Volatility has come back into the market as the narrative shifted toward a higher-for longer monetary policy backdrop.
Revisiting Energy | Weekly Market Commentary | April 15, 2024
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.