Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Things Take Longer to Play Out
One of my favorite memories of growing up in Stockholm, Sweden, was fishing with my […]
Resilience: 4th Quarter 2023 Commentary
Resilience Witnessing how wrong the forecasters got it this time is a good reminder of […]
4th Quarter 2023: Market and Economy
Market and Economy Markets closed out 2023 with a bang as the S&P 500 reported […]
Election Predictions
Ready or not, 2024 is right around the corner. A myriad of events await us […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Shedding Light on the Corporate Transparency Act
This year ushers in a new set of reporting requirements for closely held corporations, limited […]
An Executive’s Guide to Non-Qualified Deferred Compensation Plans
Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
2024 Tax Rates & Inflation Adjustments
The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
Thoughtful Intergenerational Conversations May Yield Fruit for Your Family
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]