Summary of Market Performance Q1 2023
U.S. EQUITY INVESTMENT ENVIRONMENT Volatility continued to challenge equity markets in the first quarter in response to elevated inflation, an uncertain outlook for monetary policy, and, in March, the stunning failure of Silicon Valley Bank. The NASDAQ led major averages higher in Q1 with its gain of 17.1% as mega-cap growth stocks outperformed in response […]
2022 Q4 Summary Market Outlook
U.S. Equity Investment Environment US equities ended the year with the worst performance since 2008. The S&P 500 was down 18.1% and the Nasdaq was lower by 33.1%. The Dow Jones Industrial Average and the S&P 500 rebounded 16.0% and 7.6%, respectively, during the fourth quarter while the Nasdaq declined by 0.8%, highlighting the vast […]
5 Things You Should Know About Your HSA
If you have a qualifying health insurance plan, the Health Savings Account (HSA) is one of the few investment vehicles that allow for a triple tax advantage. That is, contributions to an HSA are tax-deductible, the account grows tax-free, and if you withdraw the funds for medical expenses, those withdrawals are also tax-free. With tax […]
Individual Retirement Accounts (IRA) are one of the most popular retirement savings vehicles available for a good reason. They offer tax-deferred growth on your investment earnings and, in some cases (like a Roth IRA), tax-free withdrawals in retirement. But what if you’re not sure whether a Roth IRA is right for you? Or what if […]
Market Outlook 2022 Third Quarter
U.S. Equity Investment Environment In a year of wild swings, the market took an extraordinary turn following Fed Chairman Powell’s Jackson Hole speech. The Federal Reserve reaffirmed its commitment to fight inflation, which reversed a summer rally, taking all major indices to their lowest levels of the year. The S&P 500 posted losses of 4.9% […]
11 Small Business Tax Savings Ideas for 2022
Running a business is often full of daily struggles with staying within budget and maximizing profits. As a small business owner, one way you can ease your financial burden is to take full advantage of the tax code. Not all small businesses are created equal, so you should tailor your deductions to your specific industry. […]
Market Performance Q2 2022
U.S. EQUITY INVESTMENT ENVIRONMENT  The second quarter began and ended with significant levels of volatility, with the VIX index closing the second quarter at 28.7. U.S. stocks posted their worst first-half performance since 1970, as inflation concerns, Fed-rate hikes and slowing economic growth weighed on markets. The S&P 500 posted losses of 16.1% in the […]
Summary of Market Performance First Quarter 2022
U.S. EQUITY INVESTMENT ENVIRONMENT The U.S. equity markets suffered significant declines in January as a result of Federal Reserve Chairman Jerome Powell’s historic pivot in monetary policy to a more hawkish stance. Inflation rose to a 40-year high during the 1st quarter. Russia’s invasion of Ukraine on February 24th accelerated losses that led to the […]

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