Blog
Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …
Reflection and Gratitude
When the calendar hits the month of November, it causes me to reflect on the holidays of Thanksgiving and Veterans Day. I believe it is a time where all of us as Americans can united and not divide. As a financial advisor, the opportunity to guide families through life’s financial journeys …
10 End-of-Year Tax Planning Tips
The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …
Market Commentary: Time To Take a Look at December and an Inflation Update
Five Reasons December May Be a Strong Month for Stocks In the last week of November, we saw one of the best weeks of the year for stocks, consistent with typical late-November seasonal strength. The big question now is, can it continue? December is off to a slow but positive start, with the …
Facts vs Feelings Take 5 – Back to December
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …
Proactive Tax Planning Starts with Goals
Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
