by David Wagner | Sep 11, 2024 | Blog, Market Updates
First and foremost, I hope everyone takes time to reflect on the events of 23 years ago and pray for those who lost their lives, fought for our country, risked their lives to save others, and for the safety and unity of everyone in our country. These events...
by James Yahoudy | Apr 18, 2023 | Blog, Financial Planning
As we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have taxation as the common consideration. We naturally want to pay the minimal amount of taxes today....
by Marketing | Dec 6, 2022 | Market Notes, Media Notes
Tax considerations drive investors to ETFs in the US Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...
by Marketing | Nov 9, 2022 | Market Notes, Media Notes
How the midterms could affect Wall Street Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the opinions,...
by David Wagner | Oct 25, 2022 | Blog, Macro Updates
In some ways, the midterm elections have been demoted in importance as investors have been concentrating on Federal Reserve policy. It has been well-documented how markets have fared during previous midterm election years. However, the macro backdrop is quite...
