Tax Planning

August Market Commentary: The Sunny Side of the Street?

2023-08-08T15:25:04+00:00

Aug 07 July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to be replaced by something that looked like optimism around the prospect of a soft landing. Even Fed Chairman [...]

August Market Commentary: The Sunny Side of the Street?2023-08-08T15:25:04+00:00

Understanding Alternative Investments

2023-08-01T15:53:40+00:00

Jul 25 Alternative investments are simply investment products designed to differ from stocks, bonds, and cash. They were developed decades ago and have long been used by institutional and high-net-worth investors to diversify existing portfolio holdings. Today’s alternative strategies are offered in more easily accessible structures, making them available to many more investors. An Evolved [...]

Understanding Alternative Investments2023-08-01T15:53:40+00:00

July Market Commentary: The Fed Takes a Micro-Holiday

2023-07-11T14:13:09+00:00

Jul 07 June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that it is only a brief pause. “Hawkish pause” is [...]

July Market Commentary: The Fed Takes a Micro-Holiday2023-07-11T14:13:09+00:00

A Quick Mid-Year Financial Check-Up to Keep You on Track

2023-06-28T15:54:40+00:00

Jun 26 The first six months of the year have seen a volatile equity market and increasing interest rates, and despite the Fed’s recent pause, we’re likely to see more of the same in the next six months. With inflation still high and the Fed articulating a plan to keep putting the brakes on the [...]

A Quick Mid-Year Financial Check-Up to Keep You on Track2023-06-28T15:54:40+00:00

June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline

2023-06-08T20:40:52+00:00

Jun 06 May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk before “X-Date” when the Treasury ran out of money. The negotiations suspended the debt ceiling until January 2025, [...]

June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline2023-06-08T20:40:52+00:00

Debt Deadlines, Defaults and Downgrades

2023-05-22T19:12:53+00:00

May 16 The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt? If it seems like this a story you’ve heard before, that’s because it is. Over the past decade, there have been seven occasions where we’ve seen negotiations (or lack thereof) over [...]

Debt Deadlines, Defaults and Downgrades2023-05-22T19:12:53+00:00

May Market Commentary: The End of a Fed Cycle?

2023-05-08T21:38:24+00:00

May 05 April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that some additional policy firming may be appropriate” for the Fed to achieve its 2% inflation goal.” This was [...]

May Market Commentary: The End of a Fed Cycle?2023-05-08T21:38:24+00:00

Financial Capability Beyond April

2023-04-24T14:40:53+00:00

Apr 17 April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last 20 years. The rebrand reflects a trend of taking a more active approach to finances and a focus on having more control over decision-making as you move through your financial journey. As you [...]

Financial Capability Beyond April2023-04-24T14:40:53+00:00

April Market Commentary: All’s Well That Ends Well? Not So Fast…

2023-04-06T21:45:37+00:00

Apr 06 March Recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the mid-month drama of multiple domestic, regional bank failures and the forced sale of a massive Swiss bank. Attention was temporarily diverted from the economy’s star attractions, CPI and [...]

April Market Commentary: All’s Well That Ends Well? Not So Fast…2023-04-06T21:45:37+00:00

March Madness: Non-Basketball Edition

2023-03-28T14:59:02+00:00

The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a much bigger and faster-moving story. While the fallout from bank failures will take a while to unravel, and the impact on markets will likely be ongoing, the bigger picture wraps right back to the Federal Reserve. But first, [...]

March Madness: Non-Basketball Edition2023-03-28T14:59:02+00:00

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