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  • April 2024 Monthly Recap

      April 2024 in Review   Hello everyone and welcome to our April monthly recap. Let’s get right to it.   In April we saw markets retreat amid high volatility, as positive economic gro...

  • March 2024 Monthly Recap

    2-3 minute read   March in Review: Markets continued to climb in March. The S&P rose 3.2%, while the DOW and NASDAQ followed at 2.2% and 1.9%, respectively. Small caps performed particularly ...

  • Feb 2024 Monthly Recap

    3-4 minute read In February we saw, higher highs and higher lows With the S&P notching 8 new record highs at close And while NVIDIA was the S&P’s the 3rd best performer Ralph Lauren and Cons...

  • Jan 2024 Recap & Portfolio Adjustments

    5-7 minute read Welcome back my friends and I hope your 2024 is off to a great start. Since we made some portfolio adjustments and rebalanced everyone’s accounts this past week, this is going to be ...

  • 2023 Year in Review and 2024 Outlook

    Hello my friends, and welcome back. I hope the holidays treated everyone well and that your 2024 is off to a great start. Given that December was a fairly quiet month for the markets, as is often the ...

  • 2023 End of Year Tax Planning Checklist

    As the year draws to a close, we must make tax-aware decisions before the ball drops and we hit our tax deadline for 2023.  A few annual items to review include reviewing qualified plan contributions...

  • When is the right time to itemize your taxes?

    Tax season can be a daunting time for many individuals, filled with confusing forms, numbers, and decisions to make. One of the critical decisions taxpayers face is whether to file with itemized deduc...

  • SAVE and OnRAMP

    On Friday, June 30th, a date which will live in infamy (at least with student loan borrowers), the Supreme Court ruled that the Biden administration’s student debt forgiveness program was uncons...

  • The ABC’s of Student Loans

    The phrase Student Loan Debt likely inspires dread in the minds of many struggling to repay years-old loans for an education that may or may not have been worth the cost.  While many view student loa...

  • Bananas and Bank Runs

    By now, you’ve likely heard about the bank run on the Silicon Valley Bank and the subsequent failure and bailout of that bank.  You may have also heard about the failure of an unrelated bank in New...

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