Market Review 2022

Market Review 2022

Looking to the Past as a Guide It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased but remained a global concern, as did the supply-chain issues that...
Federal Gifting & Estate Taxes

Federal Gifting & Estate Taxes

What is the annual gift tax exclusion? We all know the expression that there are only two certainties in life: death and taxes. We just don’t always think about the collision of these two forces at the worst possible time if we neglect strategic lifetime tax planning....
FAANGs Gone Value

FAANGs Gone Value

Guess who showed up as value this summer?! One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or...
Minestrone Soup and Bear Markets

Minestrone Soup and Bear Markets

Market Declines Are When Investors Do Their Hardest Work We’ve narrowed the scope of our quarterly perspective to focus squarely on the predominant issue that is on many investors’ minds at present — the current (and certainly temporary) bear market for global...