Early Stages of the Inflation Cycle

What Happened in April? April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (- 8.8%) and…
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What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…
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Our Perspective on Russia & Ukraine

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen…
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Start or Grow Your Business in 2021

With 2020 being a tumultuous year, the start of 2021 may be an ideal opportunity for you to finally launch that startup or side-business that you’ve so often had on…
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Holiday Gifts and Long-term Planning

Once again, the holiday season is upon us. For many families, however, the events of the past year have resulted in a shift in values and priorities. As we’re contemplating…
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2021 IRS Cost of Living Adjustments

Tax law places limits on the dollar amount of contributions that you can make to Individual Retirement Accounts and by law, the IRS is required to adjust these limits annually…
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