Most analysts did not anticipate the volatility that investors would face in the first quarter of 2025. The equity markets started the quarter with strong momentum, buoyed by President Trump’s return to leadership of the world’s largest economy and financial markets. After achieving impressive annual returns of over 20% in both 2023 and 2024, the […]

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax-saving opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive […]

2024 was another strong year for equity investors. While not as good as the year’s first three quarters, the fourth quarter still finished with positive returns, more record highs, and an optimistic outlook toward 2025. Historically, equities have advanced in the fourth quarter and after a series of ups and downs, they finished ahead of […]