The Federal Reserve, during the meeting in late July, held rates unchanged for a fifth consecutive meeting which was very much telegraphed ahead of the meeting. The louder narrative after the meeting surrounded the two dissents who favored an immediate cut. Fed chair Jerome Powell…
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Follow Nick Bernardo on LinkedIn Taxes aren’t the flashiest part of financial planning, but they might be the most powerful. Adding tax preparation and strategy into our offering has quietly reshaped how we serve clients and how they experience our work. .embed-container { position: relative;…
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Follow Nick Bernardo on LinkedIn When sweeping financial legislation gets passed, it is easy to get caught up in the headlines or miss the real takeaway. Our view is that this is more of a headline than a groundbreaking development. In many cases, it only…
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Follow Nick Bernardo on LinkedIn We’re seeing a shift. More clients in their 40s and early 50s are showing up with significant wealth already built. They’re not necessarily looking to retire early but are looking to use their financial position more intentionally. In a recent…
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The second quarter of the year ended with U.S. equities at or near record highs, defying turbulence and several macroeconomic uncertainties that sprung up throughout the quarter. Despite concerns around Federal Reserve policy, ongoing fiscal debates, and geopolitical tensions, equity markets have shown impressive resilience…
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