Global Economy
The Rising Impact of Inflation on Global Markets in 2024
Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.
Read moreIn many ways, 2019 was a fitting end to the 2010s. Many decade-long themes continued: U.S. and tech stock outperformance, gains amid geopolitical tumult, and...
Read moreThe Three Drivers of Equity Returns
To paraphrase Howard Marks, there is no asset so good that it can’t become a bad investment at too high a price. Our dual investment mandate is to compound...
Read moreSocial Security Planning for Divorced or Widowed – Case Studies
While the 2016 Social Security law curbed certain claiming strategies, there are still valuable and often-overlooked ways to optimize your benefits. Here,...
Read moreJuly 4, 2019 marked 30 years (!!!) since Peter Burton and Bob Enright’s handshake agreement to form a partnership that lasts until today. Legend has it...
Read moreFor the third year in a row, we are proud to announce our inclusion on the Financial Times’ Top 300 ranking of the country’s top independent RIA...
Read moreTax Planning: Lumping Charitable Contributions
Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...
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behavioral bias
Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreUnderstanding Tax Loss Harvesting
While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.
Read moreThe Stock Market Does Not Equal The Economy
The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...
Read moreAt the heart of our process are the tools we use. Most are mutual funds. In discussions, we often gloss over this fact and cut straight to how the funds are...
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