Special Market Update Russia’s unprovoked invasion of Ukraine, a sovereign country with a democratically elected government that poses no security

Mid-Quarter Update U.S. equities have continued to drop in recent weeks.  Today, the S&P 500 fell into what is considered

For investors, bear markets (a stock market decline of 20% or more) are obviously very unpleasant.  However, through history they

2022 Investment Outlook While markets ended 2021 on a high note, with U.S. stock indexes essentially at their all-time highs,

Markets remain mostly content as we head into the Thanksgiving Day holiday.  U.S. equity indexes are close to their all-time

With the end of 2021 approaching, and with historically low tax rates likely to increase, now is an excellent time

In general, 2021 has been a productive year so far for investors.  Most major equity indexes in the U.S. and

Taxes can be a big drain on investors seeking to retain or increase their wealth.  Thus, it makes good sense

Global financial markets had a remarkably serene and productive summer in the face of several challenges to investor sentiment, with