Beyond the Bell
Investors, Speculators, and Irrational Markets: Why We Focus on the Long-Term
Distance and Time
Help Maximize Returns: A Comprehensive Guide to Savings and Short-Term Investments
Over the last couple of years, a very commonly asked question we hear from clients or regularly address in our financial planning process with individuals is what to do with savings in this environment of higher short-term interest rates. It’s a good question, and one that hadn’t been particularly relevant in the decade prior, marked by near-zero interest rates. It’s relevant now and continues to be relevant.
Business Entity Selection for Small Business Owners
6 things to improve your financial well-being in your 30s
How Are the Magnificent 7 Faring Through Earnings Season?
Street$marts: 6 common problems we help our wealth management clients address
Insights: Back to the Basics
A Guide to the 72(q)/72(t) Distribution Method
LATEST STREET$MARTS
Street$marts: 6 common problems we help our wealth management clients address
A Guide to the 72(q)/72(t) Distribution Method
LATEST Reports
Market Outlook Winter 2024
As we start 2024, we make the following observations about what we believe are the most important uncertainties that will impact investments in 2024. (1) Will inflation continue to fall as expected towards the Fed’s 2% target? (2) Will there be a recession? (3) Will artificial intelligence adequately deliver on its promise in 2024?Notably, investors’ opinion on the first question is resoundingly “yes.” Investors’ opinion on the second question has shifted during the last several months and there is now a strong consensus opinion that the answer is “no.” Based on the performance of technology stocks in 2023 and high relative valuations, it seems clear that investors expect a lot from artificial intelligence in 2024. Read along as we explore these questions in more detail.
Market Outlook Fall 2023
Market Outlook Summer 2023
Market Outlook Spring 2023
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David McCullough
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