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A Closer Look at 2021

While U.S. large-cap stocks finished markedly higher for 2021, it wasn’t necessarily a smooth ride. As evidenced by some of the headlines in Figure 1, investors had no shortage of reasons to worry about future potential returns and consider exiting the market.

What To Do About Inflation?

Heading into 2022, it seems the hottest topic in finance is the resurgence of inflation. Anyone who has shopped in a grocery store or filled up their gas tank in the last 12 months has seen this coming and it may get worse before it gets better.

Preparing for the Tax Season

Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your tax burden. Your financial advisor is one resource you can tap to help you develop strategies….

Elections & Markets

As the election nears, here’s a chart that caught us by surprise.  What you see below is a graph of three separate $10,000 investments beginning in 1896 through June 2020.  The gray line represents $10,000 fully invested regardless of which party occupies the White House.  The blue line is only invested during a Democratic WH and red only during a Republican WH…

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.
People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately…

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