Perspectives

With taxes expected to rise in the future, many investors are wondering whether it would make sense to convert their Traditional retirement account to a Roth IRA.

As a business owner, you have to be energetic and willing to take risk. But there’s a point at which that tendency can go too far, and it’s our job as investment managers to help you manage your risks and plan for the future. These are the top planning mistakes that we aim to help our business owner clients address.

Executives have a number of unique pressures in their lives. From needing to be strategic and clear-eyed to needing to provide morale and support to those around them, our executive clients are often both incredibly incisive and very optimistic when it comes to the workplace.

In this market review we take a look at how the COVID-19 vaccine has affected the markets. Our detailed observations and current portfolio positioning are outlined.

With the American Rescue Plan signed into legislation, another wave of COVID-19 relief and economic stimulus is about to hit to the economy.

In this market review we'll take a peek into our forecasts and portfolio positioning for 2021. There are a number of interesting trends and unique challenges facing markets this year, and this document will give you more insight into our perspectives about how to navigate them.

In the past couple of weeks, we’ve gotten a number of questions (and seen many news hours) devoted to GameStop. What’s going on, what does it mean, and should you be concerned?

The year has gotten off to a volatile start—not necessarily in financial markets, but in Washington, D.C. However, despite the chaos of January 6th, we did close the week with two very important issues of uncertainty resolved.

In this market review we recap the rebound in financial markets and the economy. We then go on to discuss the 2020 presidential election and the potential impact that it could have on the equity market.

The pandemic has added a new dimension to the question of “when to retire?” The thought of retiring early during the pandemic has certainly crossed many people’s minds. If you are 5 to 10 years away from retirement and could conceivably retire now, does it make sense to go back into the office and grapple with the uncertainties of returning to the workplace in a pandemic? For those who are considering retiring early during the pandemic, the key things to consider are financial readiness, what your lifestyle will be like after retiring and how to plan your estate.

In this market review, we recap the impact of the Covid-19 pandemic on financial markets. We then go on to discuss the relationship between the equity market and the economy and explain why the two do not always move in tandem.

In this market review, we discuss the impact of the Coronavirus pandemic, which ended the bull market in equities and the longest economic expansion in U.S. history.