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Quarterly Market Review: Q4 2022

January 11, 2023 Business insights

QUARTERLY MARKET REVIEW: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of 2021 and presented an outlook for 2022 that we …

Your 2023 Checklist for Preparing Your Estate and Tax Planning Documents

December 20, 2022 Personal insights

Don’t wait until March to begin estate and tax planning for this year’s taxes! Get ahead in the new year by gathering all the necessary documentation, including business expenses, statements, and receipts. Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive …

Find Your Fit: Types of Charitable Giving for You to Consider

November 30, 2022 Personal insights

Your financial goals may (and should) include giving to the causes nearest and dearest to your heart. Let’s unpack some actionable strategies you can employ to reduce your taxes while helping those in need. Let’s unpack some actionable strategies you can employ to reduce your taxes this holiday season while helping those in need. The IRS …

Quarterly Market Review: Q3 2022

October 18, 2022

Quarterly Market Review: Q3 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer How much are recession expectations already priced in? The third quarter of 2022 will be remembered as the turning point in the battle against inflation. Global central banks, led by the U.S. Federal Reserve, appeared to decide that …

Do Your Short-Term Financial Goals Match Your Long-Term Investment Plans?

August 22, 2022 Personal insights

While planning your short-term goals, it is always a good idea to take stock of how these shorter-term plans align with your long-term financial goals. Read more here on how to keep things on track with your short-term financial goals. Like most people, you probably have some short-term financial goals in mind. Perhaps you’ve got your eye on a new …