by Nasser Ali | Jan 3, 2025 | Client Communication, Our Insights
Possible bumpy roads ahead. 2024 concluded with a vibrant Santa Claus rally, pushing elevated stock market valuations into frothy territory. Frothy...
by Nasser Ali | Dec 19, 2024 | Client Communication, Our Insights
Do tariffs equate to inflation? It’s complicated. You might be surprised at the answer. The historical evidence does not share the media’s...
by Nasser Ali | Dec 11, 2024 | Client Communication, Our Insights
The window is closing. As 2024 approaches its end, so do tax planning opportunities. Tax planning is the process of arranging financial affairs to...
by Eric Wyss | Dec 9, 2024 | Client Communication, Our Insights
As the calendar year approaches its close and the holiday season is in full effect, it is not only a great time to see family and celebrate, but it...
by Nasser Ali | Dec 6, 2024 | Client Communication, Our Insights
The sound of sleigh bells jingling might make you feel merry during this holiday season, but can that joy translate to positive investment market...
by Nasser Ali | Nov 25, 2024 | Client Communication, Our Insights
The trifecta has been set. Trump has captured the White House, accompanied by a Republican controlled Senate and House of Representatives. Now that...
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