Quarterly Review: Q4 2024

In the 1990s, the Chicago Bulls achieved a remarkable feat, winning three straight NBA championships – twice.  During both “three-peats”, their third year was the toughest, yielding the fewest regular-season wins. Similarly, the U.S. stock market is coming off two consecutive gigantic years of returns, with the S&P 500 surging 26% in 2023 and another […]

Year End Tax-Planning Checklist

As we shake off the food coma induced by turkey, yams, and cranberries, we turn to the next round of holidays.  While our focus is likely – and should be – on the traditions of family get-togethers, gifts, and yes, more food, we should not lose sight of another important one: year-end tax planning.  As […]

Election Outcome: What It Means for the Markets and Your Investments

Finally!! With the 2024 Presidential Election behind us we thought it was appropriate to discuss the outcome and what we will be doing strategically. While not a surprising outcome for the presidency, we were amazed at the magnitude of the victory for President Trump, the Senate flip to Republican, and what looks to be the […]

Quarterly Review: Q3 2024

The U.S. stock market continued its positive momentum in the 3rd quarter, with the S&P 500 gaining 5.4%, bringing its year-to-date gain to 22.0%. This marks five consecutive months of gains and 10 out of 11 for the broad index. In fact, the S&P 500 closed the quarter at an all-time high. Notably, during the […]