Quarterly Newsletters & Blogs

A relatively calm start to the year has yielded to a string of economic policies that are now roiling markets and keeping investors on their toes. While the incoming administration threatened to launch a tariff war, many investors and decision-makers anticipated a more gradual approach.  ...

  With cherry blossoms in full bloom this time of year, many residents of Greater Washington have a sense of certainty that spring has finally arrived. However, a sense of uncertainty is rising among investors as evidenced by a 4% decline in the S&P500 in the past three months and an...

For many Americans, the spectacle of the Times Square ball drop on New Year’s Eve brings feelings of excitement for what we’ve accomplished and anticipation of opportunities that await. In a similar way, many investors are closing the books on another big year for markets and preparing for what’s...

As many Americans shift from leisurely summers back to work and school this Fall, we are monitoring another meaningful change in the economy, with Jay Powell and the Federal Reserve steering the ship. Powell has made a major course correction that seems to have halted runaway inflation and avoided...

  As the nation celebrates its independence this week, many investors are celebrating a steady economy, durable earnings growth, and surging tech stocks, as seen in the 15% return on the S&P500 in the first half. However, some investors are questioning the stability of these market...

As the calendar turns from March to April, many sports fans are eagerly awaiting the college basketball finals. While the tournament has seen some exciting overtime games, market watchers are also feeling as though the bull market (for tech stocks in particular) is running into overtime. A wave of...

As the cost of college tuition skyrockets, parents and grandparents can take advantage of tax-efficient 529 plans and higher limits on gift and estate taxes.   As the rush of the holiday season slows down, many minds turn to the subject of giving in the new year. Grandparents in particular...

  As we turn the page on a new calendar year, we look ahead to the 2024 Paris Olympics and exciting events like the relay races in track and field. A similar passing of torches (and batons) may be happening for markets this year as all eyes begin to focus on jobs as an indicator of the Fed’s...