2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…

“The smallest ripple can start a wave that becomes a tsunami” – Japanese Proverb   “I alone cannot change the world, but I can cast a stone across the waters to create many ripples” – Mother Teresa   It’s hard to believe we’re already staring down the home stretch of 2024, with the holiday season…

Was That a Speed Bump or Sink Hole? In just 14 trading days from mid-July to early August, the S&P 500 sold off over 8%. Although periods of negative returns never feel good, market corrections are inevitable and part of the process of achieving attractive long-term returns. It is times like these that remind us of the importance…

“Though one may be overpowered, two can defend themselves.  A cord of three strands is not quickly broken.” – Ecclesiastes Warm summer greetings!  It’s our sincere hope this finds you experiencing abundance in every dimension, coming off 4th of July celebrations and enjoying the early days of summer. On the heels of celebrating independence, we…

Forty Thousand. That’s the level the Dow Jones Industrial Index passed last week—an all-time high. The S&P 500 is also at record levels. All seems good. Maybe too good. The stock market, as defined by either the Dow Jones Industrial Index or the S&P 500, seems to push higher on a weekly basis. This may lead to complacency and…