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June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that it is only a brief pause.

May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk before “X-Date” when the Treasury ran out of money. The negotiations suspended the debt ceiling

Surveying the Alternatives Landscape Investing can take many forms, and an investment plan often changes throughout your financial journey. But one of the core principles of building a portfolio remains, regardless of your investment strategy’s time horizon, risk profile, or goal. Diversification can help smooth out investment returns over time

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions of your overall plan. A qualified charitable

Tax Planning for Retirement: The Long Game Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In addition,

May Recap and June Outlook The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The question for investors is: Are we still deep in the forest? Or is that the