Tax Planning
Take proactive steps to reduce the taxes you pay when it‘s time to file your return.
I believe fundamental honesty is the keystone of business.
Harvey Firestone, Businessman, founder of the Firestone Tire and Rubber Company
Investment Philosophy
Stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelled stocks higher, as the S&P 500 rose above 5,000 for the first time and hit new all-time highs.
Investment Philosophy
Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, resulting in the best annual return since 2021.
Investment Philosophy
The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation, and concerns about a future economic slowdown weighed on the major indices in August and September and the S&P 500 finished the third quarter with a modest loss.