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

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