Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at …
Knowledge Base
Quarterly Perspective
Silver Linings for Battered Bonds
Some may view fixed income as a safe haven for investors, expecting bonds to rise in value when stocks fall….
Market Review 2022
It was an up-and-down year for markets—in the end, one with more down than up….
A Balanced View of the 60/40 Portfolio
Focus not solely on where returns have been but also on where they could be going….
A Reset for Crypto and FAANG Stocks
If the market decline of 2022 taught investors anything, it’s that what goes up might also come down….
Federal Gifting & Estate Taxes
The Elephant in the Distance, we all know the expression that there are only two certainties in life, death and taxes……