Trever Christian and John Schwalbach, Partners
As the party keeps going, how important are all-time highs? Key Observations Q3 is on track to deliver a fourth straight quarter of double-digit earnings growth. The Fed’s October rate cut added momentum to [...]
Medicare Changes for 2025 If you are 65 or older, you may have already heard about the major disruptions coming to Medicare Advantage plans in Minnesota for 2025. These changes will impact many retirees [...]
A New Approach to Long-Term Care — And How Business Owners Can Make It Tax Efficient Long-term care (LTC) refers to the support people need when they can no longer perform everyday tasks on their [...]
July Market Review: Calm Above, Currents Below Strong earnings season and resilient economy gives way to weak July employment report. Key Observations Markets were mixed in July as equities delivered modest positive returns amidst a [...]
Markets blaze ahead Key Observations Markets Advance in June – Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged. International Leads the Year – [...]
A brief review of Fed Independence Key Observations Markets Warm with the Weather – May brought a more constructive tone as trade tensions eased, lifting sentiment and encouraging a rebound in risk assets. Fixed Income [...]
Trade policy shockwaves are just beginning to reverberate Key Observations Tariff Escalation Raises Recession Risk – U.S. tariffs, despite a temporary pause, have intensified global trade tensions. Without policy offsets, the economic drag increases the [...]
Investors rotate toward certainty as President Trump seeks to reshape the economy Key Observations S. Equity Selloff – The S&P 500 fell -5.6% in March and -4.3% for the quarter, its worst since 2022, as [...]
As advisors who regularly review retirement plans with business owners, we've seen countless plans that fall short of their potential. Common issues include business owners missing valuable tax advantages, plans failing to meet ERISA compliance [...]
