Insights
Charitable Giving – Make 2025 Count
The One Big Beautiful Bill Act (OBBBA) will significantly change how charitable giving affects your taxes.
Charitable Giving – Make 2025 Count
The One Big Beautiful Bill Act (OBBBA) will significantly change how charitable giving affects your taxes.
Deficits, Downgrades, and Interest Rates: Factors Shaping the Bond Market
What We Are Watching for in June Tariff updates. The 90-day pause on reciprocal tariffs that was...
Tariffs, Earnings, and the Markets
Key Data Points to Watch in May Rest of Q1 2025 corporate earnings. The remaining 25% of S&P...
Tariffs: Reciprocal, Universal, and Sectoral
Our optimism for the economy and markets in 2025 has been tempered by the fairly large tariffs...
Immigration, DOGE, and the Impact on the Economy
We remain optimistic about the economic (and therefore market) outlook for 2025, although we are...
Market Weighs Executive Orders and DeepSeek Surprise Against Growing US Economy
In January, we saw the inauguration of a new administration, which has wasted no time in...
Social Security Fairness Act Update
By Laurie Faille, CFP®, CDFA®, Principal, Private Client Advisor Workers with reduced or...
Economic Indicators Are High. Investment Valuations Are Higher.
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we...
The More Things Change, the More They Stay the Same
By Ellen Hazen, CFA®, Chief Market Strategist November Takeaways: The US election early in the...
The Cost of Pet Ownership
By Jessie Butler, CFP®, Principal, Private Client Advisor In January 2023 my family said goodbye...
Is Gold the New Gold?
By Ellen Hazen, CFA®, Chief Market Strategist October Takeaways: Economic surprises in October...
FLP Webinar Series: FLP Webinar Series: Long Term Care Insurance – Is it still working? What you need to know now.
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