Market Commentary

As we enter the last two months of the year, our thoughts turn to year-end tax planning. If you plan on gifting appreciated stock to taxpayers in zero to low

Despite the improvement in the US consumers’ balance sheets during the pandemic, they are now facing several headwinds. First, spending power is eroded by

Despite the improvement in the US consumers’ balance sheets during the pandemic, they are now facing several headwinds. First, spending power is eroded by

This past July has been an atypical month historically. Typically, July is up  only 48% of the time and is tied with September for the worst month for stock

Over the past two and a half years the S&P 500 has experienced two bear markets where the value of the securities in that index have declined 20% from their

Equities markets have had a volatile month with concerns over 40-year high inflation along with the concern that the Federal Reserve’s rate hikes will cause the

Often April is a negative month with investors having to sell assets to pay taxes. This coupled with slowing growth and the prospect of a faster pace for hikes

If you are thinking a lot is going on in the world, you would be correct. Of course, there has always been some geopolitical event that has impacted the US and

During the month of February, the markets digested the impact of reduced covid numbers, the prospect of sustained inflation, and an invasion of Ukraine by