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October 2023 market update

September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described as a “hawkish pause,” and

We might be seeing the mythical soft landing everyone’s been hoping for. That soft landing might come with a total economic reset, though

Politics as usual: What presidential elections mean for markets

Politicians are already ramping up for November 2024. From campaign ads to televised debates and townhalls, talking points around the economy are difficult to avoid. As you begin to hear

Politicians are already ramping up for November 2024. Debate aside: How much do elections really impact the stock market and economy?

What really happens at the Fed

One of the most common misconceptions about money is that the Federal Reserve (or Fed) “sets” interest rates. In reality, the Fed has a dual mandate to keep inflation in

Misconceptions about the Fed abound, from how it sets policy to whether it prints money. We look at the Fed’s dual mandate to manage inflation and the labor market.

September 2023 market update

For most of the summer, increasingly positive data releases fed into the market’s upbeat view of the economy. This seemed to belie the consistent messaging from the Federal Reserve that

August poured cold water on the stock market’s optimistic summer. We look at what that means heading into the Fed’s September meeting.

How to leverage the Estate Tax

Whenever pundits discuss tax policy, the Lifetime Estate and Gift Tax Exemption tends to get the spotlight treatment. Because of this, the lifetime exemption may be one of the most

The lifetime exemption may be one of the most misunderstood provisions in U.S. tax code, and it presents a big opportunity in 2023.

Can you trust your financial advisor?

You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. It’s a misleading way to

You should be able to trust your financial advisor. Pundits will tell you that this kind of trust is only possible with a label: fiduciary. That can be misleading.