Posts by admin
Q4 2025 U.S. Market Commentary: Strong Returns, Higher Valuations, and Why Discipline Still Matters
Overview U.S. equity markets closed out 2025 in positive territory, capping another year of healthy returns. After strong gains through much of the year, the final weeks of the fourth quarter were marked by modest profit-taking as investors weighed elevated valuations, mixed economic data, and evolving Fed policy expectations. Major indices finished the year with…
Read More2025 Annual Tax Planning & Strategy Guide
We are pleased to announce the delivery of our 2025 Annual Tax Strategy Guide. This comprehensive guide is designed to help you navigate the current tax landscape, optimize your tax & financial planning, and identify key strategies now and for the year ahead. In this guide, you will find important updates you can do now on:…
Read MoreCongratulations to Laura Jagdman, CPA!
We’re thrilled to announce a significant leadership update. Laura Jagdman, CPA has been promoted to Director of Tax. This promotion reflects Laura’s significant contributions to our firm and expanded responsibilities in overseeing our tax team. Laura will lead our tax team, focusing on: – Business/Personal/Entity tax preparation – Strategic tax advice & planning – Quality…
Read More2024 Q3 Market Commentary
The season is changing, and the leaves are turning from green to red before they tumble down. Fortunately, the markets are behaving the opposite of nature’s forces – starting with a stock market which has gone from red to green which avoided any semblance of a bear market drop. Domestic equities have soared to record…
Read MoreQ2 2024 Stock Market Commentary
The second quarter of 2024 saw the stock market continue its recovery from the challenges of the previous year when the Federal Reserve was aggressively raising interest rates to combat high inflation. The Federal Reserve has indicated it is more likely that their next move will be to lower rates, impacting short-term interest rates like…
Read MoreTax Season News and Survival Tips
It’s not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it’s important to consider the potential impact of taxes when making many types of financial decisions. The IRS automatically adjusts the standard deduction and income tax brackets…
Read MoreBOI Filing Requirement
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) will require most legal entities to report its Beneficial Ownership Information (BOI). Entities required to report are called Reporting Entities. Reporting Companies consist of corporations, LLCs, or any business entity created through filing a registration document with a secretary of state or similar office…
Read MoreMorning Market Commentary Q1 2024
The last quarter of 2023 was marked by a sudden turning point in the interest rate rhetoric of the Fed, a resilient economy led by a strong consumer, and a normalization of inflation. At the end of Q3, the Fed continued to raise interest rates as investors continued to wonder when the hikes would come…
Read More2023 End of Year Tax Letter
As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. As you know, we affectionately call our proven process One Advisor Twice the AdviceTM. Which means when we look at…
Read MoreI-Bonds: Should you buy, sell, or hold?
Since the height of the COVID pandemic, inflation has been difficult to grapple with as more and more investors demand stability in their portfolio. However, in October of 2022, one interest-earning asset quickly came into the spotlight as both a secure and lucrative investment: U.S Series I Savings Bonds. When it comes to I-Bonds, there…
Read More