The past week has seen several large bank failures that we have not seen since 2008 during the Great Financial Crisis, but this time is different. While it does feel quite sudden, the problems at these banks have been brewing for the past several months, and stem primarily from their exposure to companies tied to the cryptocurrency markets (crypto) and venture capital (VC) Read More

As you are likely aware, a new piece of legislation recently passed in Washington, D.C. which has the potential to impact your wealth management strategy. This legislation, called the SECURE Act 2.0, builds upon the terms of the original SECURE Act passed in 2019 and makes several noteworthy changes to the rules governing IRA catch-up… Read More

2022 was a volatile year for capital markets. As we turn the page to a new year, what should investors expect in 2023? And will the themes that drove the market in 2022 continue to be the key drivers in 2023?  In the webinar, Phil Daniels and Cliff Aque discussed the key market and financial… Read More

After three consecutive quarters of only mostly negative returns to report, the fourth quarter finally provided positive returns across most asset classes, but not without continued volatility. The downward volatility that marked the second half of the third quarter, continued into the fourth as the S&P 500 Index fell to its low for the year on October 13th. Read More

Investment – When you read this word, what comes to mind first? Do you think of your personal portfolio or an asset, the S&P 500, a specific holding, or maybe even your financial advisor? If so, you’d be aligned with the Oxford Dictionary, which defines it as ‘the action or process of investing money for profit or material result.’ Read More