December 2023 Market Commentary
Stocks and bonds rallied in November, thanks to signs that the Fed may cut rates next year.
Tax Prep versus Tax Planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
November 2023 Market Commentary
The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields.
What Is Tax-Loss Harvesting?
We tend to think of losing money on an investment as bad, but capital losses can be useful when it comes to tax planning.
Build the Best Financial Team
There are many areas of your finances that we can handle, from a holistic financial plan to investment management, tax optimization, and life insurance. But there are some aspects, like contracts, that require outside experts.
