In recent weeks, the Federal Reserve made its first move of this year, cutting interest rates by 0.25%. Markets expect additional cuts in the coming months as inflation trends lower and signs of a cooling labor market emerge. The economy, however, continues to show resilience. Equities: U.S. stocks remain near record highs, supported by strong corporate […]
As we close out summer and look toward the remainder of 2025, now is an ideal time to pause, review your financial picture, and make adjustments where needed. Markets have been active, interest rate expectations are shifting, and personal circumstances often evolve as the year goes on. By taking a thoughtful look at your investments […]
When people think of estate planning, they often jump straight to wills or trusts. But one of the most overlooked—and most impactful—parts of an estate plan is simply how your accounts and assets are titled. Beneficiary designations and legal titling on accounts/ property take precedence over what’s written in your will or trust. That means […]
Market swings can feel like a rollercoaster, but they can also unlock hidden opportunities. Recent volatility has left many investors uneasy, yet it opens the door to strategic moves like tax-loss harvesting—selling losing investments to offset taxable gains. This technique can lower your tax bill and boost your aftertax returns, strengthening your portfolio for the […]
