by Brent Carnduff | Apr 1, 2024 | Quarterly Perspective
Enacted in 2021, the Corporate Transparency Act (CTA) became effective on January 1 of this year. While the primary goal of this new legislation is to prevent bad actors from exploiting the US financial system, its reporting requirements will impact the majority of...
by John R. Augenblick | Apr 1, 2024 | Quarterly Perspective
Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. Consider three common mistakes that...
by John R. Augenblick | Apr 1, 2024 | Quarterly Perspective
The 20-year relative return of US small cap value stocks versus the S&P 500 Index dipped negative recently for the first time in US stock market history. Two decades is a long time for an expected premium not to show up. Outliers on the negative side are never...
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