Following President Trump’s re-election in November 2024, markets initially rallied on expectations of deregulation and tax cuts. But those require Congressional action—and time. In the meantime, the administration has focused on areas it can affect unilaterally: reducing government inefficiency, ramping up deportations, and, most consequential for financial markets, imposing significant new tariffs. Read More

The year 2024 brought significant developments across financial markets, shaped by shifting economic conditions, geopolitical dynamics, and post-election policy changes. Technology and energy sectors made headlines with rapid innovation and growth, while the Federal Reserve’s approach to interest rates kept investors on edge. Read More

2024 was a strong year for almost every asset class, with U.S. equities leading the charge. In our last quarterly commentary, we mentioned that the S&P 500 Index had hit 47 new highs in 2024, ultimately adding 12 more before year-end. This rise was driven by optimism around U.S. growth, artificial intelligence, and the potential for deregulation under a new administration. Read More

As we consider the reality of a second Trump presidency, it’s important to assess how proposed policies will shape financial planning recommendations. The evolving economic landscape presents both challenges and opportunities. Let’s explore key areas of potential impact and their implications for your portfolio, tax strategy, and overall financial goals. Read More

The holiday season can be a challenging time for those dealing with the loss of a loved one. Join us for a special on-demand webinar led by Greg DeNeal, designed to help you better understand and navigate grief during this season. Read More