Insights

We enter the new year with several investment themes that stand out and will help shape our investment strategy moving forward. Though there are additional factors to take into consideration, we feel these noted below have the potential to be the most impactful on 2025 investment returns. Executive Summary: 1) Domestic stock markets look poised for positive gains again in 2025. The most attractive returns we expect will revolve around a more diverse set of companies, particularly those that are smaller in size. Earnings growth of non ‘Mag 7’ companies will accelerate in 2025 as compared to 2024.

If you’re looking to give back and maximize tax benefits, but also want some flexibility in where and when your donations go, a Donor-Advised Fund (DAF) account might be the perfect tool for you. Think of it as a charitable giving account with a little more control and a few perks.

As pumpkins and falling leaves lead us into the last quarter of the year, it’s time to check in on your finances to ensure you’re on track, as well as make smart adjustments for the new year. #1 – Maximize your retirement contributions. Review your YTD contributions and consider maxing out your 401k or 403b, contributions prior to year-end.

As we return from the long Labor Day weekend, the image of a school of fish is stuck in our heads. One small twitch left or right, and the full school immediately pivots to follow in that same direction. Investors were flooded over the past few days with articles that reminded us of how volatile the month of September is in the stock market.

If you or someone you care about has a child who has recently turned 18 and may be going off to college or exploring other life opportunities, we wanted to share some important information that often slips under the radar amidst the excitement of ...

Whether you're just starting your career or nearing the golden years, planning for retirement is a journey that evolves over time. Here are some general guidelines that you can put in place at every age to prepare for retirement. In your 20’s, retirement can seem distant, but it’s the perfect time to establish good financial habits.