INSIGHTS
Market Commentary 3/31/2024
By: Matt Garrott The S&P 500 got off to a hot start this year, up over 10% in the first quarter, but it may make sense to focus on what hasn’t happened this year rather than what has happened. Coming into 2024, forecasters expected 6 or [...]
Mark Weiskind Quoted in Financial Advisor Magazine
While tax implications might not be front of mind following the loss of a loved one, it’s important that advisors take into account these financial changes. Our president, Mark Weiskind, CFP, CPA/PFS (inactive), shared insights into how clients may be financially impacted by their spouse’s death in Financial [...]
Dina (Leader) Powers Quoted in U.S. News & World Report
When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals [...]
Market Commentary 2/29/2024
By: Matt Garrott February may be the shortest month of the year, but that doesn’t mean it was boring. The S&P 500 was up 5.3%, breaking through the 5,000 mark and new all-time highs. As you can see below, it took the S&P 500 nearly 50 [...]
Market Commentary 1/31/2024
By: Matt Garrott The S&P 500 broke through to new all-time highs for the first time in 512 trading days (over two years). As mentioned in our year-end commentary, all-time highs are not ceilings. Research from Goldman Sachs shows that this is only the seventh time [...]
Market Commentary 12/31/2023
By: Matt Garrott What Happened in 2023 2023 was a surprise to the upside. Inflation dropped, a much-anticipated recession never arrived, and the S&P gained 26.3%. Famed investor Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate [...]