Q3 2023

Financial markets continued to pose challenges in Q3 with high consumer debt, instability in the Middle East, and interest rate impacts.

Q2 2023

The overall investment and economic landscape remain heavily influenced by two major trends: the daily news cycle from Washington and…

Read More

Q4 2023

Even with the mixed news received in the final quarter of 2023, the stock market did not suffer. However, new…

Read More

Q1 2024

The ability to optimize capital gains tax and income tax planning will be increasingly valuable in a changing tax environment.

Read More