Market Updates
January 1, 2025

December 2024 Market Recap: It’s a Wrap: 2024 Review

In most instances, from Christmas through year end, investors are treated to a “Santa Claus rally”, where stock prices rise. But 2024 had an atypical end, with stocks falling flat.…
Reading Recommendations
December 31, 2024

Super Communicators

The journalist Charles Duhigg currently writes for the New Yorker Magazine; has written three books on habits and productivity; and was the recipient of the Pulitzer Prize for Explanatory Reporting…
College Planning
December 27, 2024

College Applications Are In – What’s Next?

Your student has submitted the Common App. Congratulations - it’s a big step! So, what’s next? While it may feel like you have crossed the finish line, college planning is…
Economy
December 20, 2024

The Red Sweep and Taxes

The incoming Republican Administration has floated a range of ideas related to taxes – some are more likely to be implemented, others less so. Changes to tax law must go…
Economy
December 13, 2024

Reflection on the US Election

The conclusion of the 2024 election cycle delivered a red sweep, with Republicans set to take control of the White House and the Senate in 2025, while maintaining control of…
Market Updates
December 6, 2024

November 2024 Market Recap: November Surprises

Few were nonplussed by the outcome of the Federal Reserve’s meeting on November 7: a 0.25% cut in short-term interest rates. The Fed has been consistently telegraphing a message that it…
Reading Recommendations
November 29, 2024

Intelligent Investing

The Intelligent Investor, by Benjamin Graham, has been called “by far the best book about investing ever written” by investment superstar Warren Buffett. Even so, you will be excused if…
Financial Planning
November 22, 2024

CTA Deadline Reminder

Given the importance of the new federal law to business owners, we’re re-publishing this article, which appeared in the October newsletter. The Corporate Transparency Act (CTA) is a new federal…
College Planning
November 8, 2024

How Financial Aid Applications for College Consider Parent Assets

Our colleague and college specialist Donna Cournoyer contributed the following update for college planning The topic of the FAFSA (Free Application for Federal Student Aid) has made frequent appearances in…
Economy
November 4, 2024

One Helluva Horse Race

Horse racing by actual horses in America may be on its last legs. Aside from big events like the Kentucky Derby, attendance at racetracks is abysmal. Crowds at Belmont in…

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