Key Observations Positive macroeconomic news in early February was overshadowed by Russia’s invasion of Ukraine during the last week of the month. Markets were broadly lower, with real assets being the exception. Economic sanctions on Russia continue to pressure commodity prices and inflation globally which, paired with escalating uncertainty, will [...]

As we share insights on the markets due to the Ukraine and Russia conflict, we do not want to minimize the humanitarian impact of what is happening.  Our thoughts are with everyone affected by this and we hope for a swift and peaceful resolution. At this point, it is impossible [...]

KEY OBSERVATIONS Many markets entered a technical correction (defined as a 10 percent pull back or more) in January as headline inflation reached levels not seen since the 1980s[1] and the Federal Reserve continued to shift its stance, becoming less accommodative. It is worth noting the level and pace of [...]

"The Two Most Powerful Warriors are Patience and Time"     -Leo Tolstoy   We hope everyone is enjoying a terrific start to the new year! First off, we wanted to thank you, our clients and trusted business partners, for your referrals and introductions that led us to the most successful [...]

Recently, there has been an abundance of news circulating, which may be having an impact on financial markets and you. To reduce the number of email we send, we compiled a comprehensive update and will monitor these situations moving forward. Should there be any large financial planning or market impacts, [...]

Year-end planning could prove more challenging for our FFP clients in 2021, given continued uncertainty over tax reform. The social safety net and climate bill known as the “Build Back Better Act” (BBBA) has been tied up in negotiations for months, given competing priorities on when to pass the infrastructure [...]

Equities overcome inflationary pressures and prospects of tighter monetary policy Key Observations Equity markets rebounded in October to new all-time highs. Treasury yields trended higher, leading to modest declines across most fixed income asset classes. US. and global central banks took initial steps toward tightening monetary policy (for historical perspective, [...]

IR-2021-216, November 4, 2021 WASHINGTON — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS today also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar [...]

SUMMER RAIN FEEDS THE EQUITY MARKET Key Observations Equity markets largely shrugged off headline risks through the month and posted positive The S&P 500 Index has returned over 20 percent year-to-date The Federal Reserve will likely begin tapering its asset purchase program later this year or early in 2022 with [...]

‘Normalcy’ Moves Markets Higher, but Concerns Rise Key Observations Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. However, recent trends favoring the ‘vaccine trade’ areas of the market have reversed for the month with energy taking a step back, [...]