The third quarter brought continued strength across asset classes, with many of the themes we have been watching throughout the year extending into the fall. A notable development has been the shifting posture of the Federal Reserve. After years of what often felt like a…READ MORE
Follow Nick on LinkedIn There is a common tension we see with both business owners and high-income executives: the drive to minimize taxes often runs headfirst into the need to access capital. On one side, there is tax planning. You work with your CPA to…READ MORE
August saw a broadening of equity market leadership as optimism around a potential September interest rate cut by the Federal Reserve helped fuel gains across most equity indexes. Inflation data painted a picture of gradual improvement albeit still above the Fed’s 2% target. The personal-consumption…READ MORE
Follow Nick on LinkedIn We’re well past halfway through the year, and if you haven’t already started planning for your taxes, this is your window. Right now is one of the most valuable times to run projections, look ahead, and start answering the question: What…READ MORE
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…READ MORE
