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FIRST QUARTER 2023 RECAP In a nice reversal from last year’s market performance when the S&P 500 Price index was…
top 10 year-end tax tips The end of the year is upon us. While we focus attention on the spirit…
Against a backdrop of tightening monetary policy, heightened geopolitical tensions, weakening economic data, fatigued business and consumer confidence, atypical currency movements, an overall risk-off atmosphere for stocks through the first three quarters of this year, and U.S. midterm elections on Tuesday, November 8th, investors should prepare for further volatility over the remaining months of this year.
A turbulent first half of 2022 The Oxford English Dictionary defines turbulent as “characterized by conflict, disorder, or confusion; not…
With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest…
We would like to commence our first of the year message by offering gratitude and sincere appreciation for our clients during this past year filled with so many unknowns.
On Friday, December 17, 2021, the Wall Street Journal reported that enterprise software giant Oracle was in talks to purchase…
top 10 year-end tax tips The end of the year is nearly upon us. While we focus our…