Articles
Tax Planning for 2025
Tax planning for 2025 is filled with uncertainty as lawmakers debate potential changes, including extending the 2017 tax cuts and adjusting various tax policies. This article explores strategies to minimize your tax burden and navigate the evolving landscape effectively….
Portfolio Review Q1 2025: Quarterly Review
The first quarter of 2025 saw volatility in U.S. stocks, with the S&P 500 entering correction territory and falling 4.3%, while international and emerging markets posted gains. This review explores shifting market leadership, sector performance, and key investment trends shaping the quarter….
Why Everything Just Might Be OK
By Mark Armbruster, CFA To watch the news these days is an exercise in negativity. Maybe that’s not a new phenomenon, but it…