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Wealth Planning Commentary – January 13, 2025

Navigating P&C Insurance Challenges After the LA Wildfires Our thoughts are with everyone affected by the devastating wildfires in Los Angeles. This catastrophic event has caused immense destruction, and it

Investment Commentary – January 13, 2025

Executive Summary Last week, US stocks and bonds were down. The MSCI EAFE (non US developed) and MSCI emerging markets indices outperformed the S&P 500. The best performing sectors in

Economic Commentary – January 13, 2025

It should be a doozy of a week.  Financial markets are continuing to digest the extremely strong US nonfarm employment numbers from Friday while contemplating the release of a full

Wealth Planning Commentary – January 6, 2025

Corporate Transparency Act Update On December 26, a federal appellate court ruled to halt the beneficial ownership reporting requirements until the court hears and rules on the case challenging the

Economic Commentary – January 6, 2025

Happy New Year. More so than most times, this “New” seems very new. Over the last 25 years, there have been only five two-year periods in which the US Congress

Investment Commentary – January 6, 2025

Executive Summary Following a five-day selloff, Wall Street ended its longest equities losing streak since April. The Nasdaq 100 rebounded sharply on Friday, gaining 1.7%, while the S&P 500 rose

Investment Commentary Commentary – December 16, 2024

Equities The S&P 500 returned -0.6% for the week. After the blistering year-to-date rally, markets were marking time for this week’s Fed meeting. Economic data showed a mixed picture: while

Wealth Planning Commentary – December 16, 2024

Nvidia CEO’s Trusts Skirt $8 Billion in Estate Taxes Jensen Huang, the CEO of Nvidia, made headlines this week for employing strategies to minimize potential estate taxes while planning a