INSIGHTS
Market Commentary 12/31/2025
By: Matt Garrott What Happened in 2025 The S&P 500 continued its streak of double digit return years with a 17.9% return in 2025, including dividends. Due in part to a weaker US Dollar, Developed International stocks did even better at 31.9%, while Emerging Markets stocks [...]
Dan Shomper Quoted in U.S. News & World Report
As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. "It's generally good practice to go directly to the [...]
Market Commentary 11/30/2025
By: Matt Garrott The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was boring, but it was a turbulent month for the index with headlines driving dips and rebounds. It’s times like these that it’s tempting to lean on [...]
Matt Garrott Quoted in World Finance Magazine
Director of Investment Research _Matthew Garrott was featured in World Finance Magazine’s winter issue discussing the birth of modern investing, the Errol Morris documentary titled “Tune Out the Noise,” and the efficient market hypothesis. “There is a continuum of less efficient to more efficient. Markets with more pricing [...]
No More Paper Tax Checks: What You Need To Know
By: Bess Brown Major changes were recently made to the way taxpayers are required to submit tax payments to the IRS. To date, communication hasn’t been great, and many taxpayers remain unaware of the new requirements. As such, we wanted to provide some details and expand [...]
Dan Shomper Quoted in Investopedia
Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager Daniel Shomper, CFP® shared tips for investors on building a resilient portfolio. “Being a resilient investor is all about staying invested during market downturns,” he said. “This gives investments time to [...]