January 12, 2023

SECURE 2.0 Act Paves the Way for Big Changes

The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December…

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December 27, 2022

2023 Outlook
Goodbye TINA (There is No Alternative)

Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our…

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November 21, 2022

2022 Year End Planning

This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse…

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November 9, 2022

Suddenly Come Into Money?

Receiving an inheritance or any form of sudden money can be a blessing in your life, but it usually comes with sadness and grief, and often with headaches and challenges. If you’re not careful and don’t manage the funds properly, it’s easy to let an inheritance go to waste or not be used to its full potential.

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October 26, 2022

Market Monitor – Third Quarter 2022

The votes have been tallied and any hopes for a sustained rally in July were quickly dashed as markets experienced a bear market rally through the remainder of the third quarter. Markets broadly made new lows on the same mix of concerns that have plagued 2022.

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September 21, 2022

The Clarity Formula® – Tax Strategies

Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…

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September 14, 2022

Market Monitor – September 2022

For much of August, markets were heating up in the wake of a relatively favorable earnings season. But, much like a child’s summer ends with a new school year, the August rally ended following the Jackson Hole Economic Symposium in the second to last week of the month.

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August 22, 2022

The Clarity Formula® – Investment Management – The Satellites

You have heard the adage “Do not put all your eggs in one basket.” This common phrase introduces the idea of diversification. Diversification is a key pillar in portfolio construction…

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August 15, 2022

Market Monitor – August 2022

July provided solid respite after a difficult first half of 2022. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and beyond, assessing the position of their portfolios while weighing the risk of a recession.

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July 28, 2022

Market Monitor – Second Quarter 2022

In a broad-based manner, markets retreated over the quarter adding to year-to-date losses. Fixed income, global equities and real assets all came under pressures as the headwinds of rising interest rates, persistent inflation and looming economic contraction continued.

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July 5, 2022

In Focus: Reassessing the Evolving Market Landscape

With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.

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June 16, 2022

Market Monitor – June 2022

On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.

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