Market Commentary

Market Commentary: A February Hangover

It has been a great start to 2023 for stocks. We continue to expect higher prices this year, but we don’t anticipate they’ll happen in a straight line. February is sometimes known as a hangover month, and we wouldn’t be too surprised if stocks had a small break during this historically trou …
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Market Commentary: A Dovish Statement Reversed by a Hawkish Powell

As expected, the Federal Reserve raised the federal funds rate by 0.75% to the 3.75-4% range on Wednesday. This was the fourth successive 0.75% hike. The initial market focus was on a new line inserted in the official statement, wherein the Fed nodded in the direction of decelerating the pa …

An Incredible Month for the Markets

Stocks ended another strong week, continuing the trend of buyers stepping up in October. Several years have seen October kill off bear markets, and 2022 may join that list. In fact, the only two years that started off worse for the S&P 500 than 2022 were 1974 and 2002, and both of those …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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