RECENT NEWS
- The tax that's stopping older homeowners from selling their valuable propertieson January 22, 2025 at 10:58 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 10:58 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 10:58 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 10:58 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 10:58 pm
Discover the magic of compounding and why it's important to increasing wealth
Weekly Market Commentary
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change.
A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024
While the Federal Reserve (Fed) meeting will likely take top billing in the financial media, it’s the Bank of Japan (BOJ) meeting on Tuesday that could be the real game changer. With inflationary pressures still above target in Japan, the BOJ may finally be ready to take interest rates out of negative territory for the first time since 2016. If true, the era of free money will finally be over, which could have an impact on U.S. markets.
A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024
While the Federal Reserve (Fed) meeting will likely take top billing in the financial media, it’s the Bank of Japan (BOJ) meeting on Tuesday that could be the real game changer. With inflationary pressures still above target in Japan, the BOJ may finally be ready to take interest rates out of negative territory for the first time since 2016. If true, the era of free money will finally be over, which could have an impact on U.S. markets.