Recent Blog Posts

Year-End Tax Planning: Kick Off the Season with Key Deadlines and Smart Strategies

As the year draws to a close, it’s a great opportunity to review your finances, take advantage of available tax benefits, and set yourself up for a smoother tax season. 

Markets Edge Higher as Shutdown Worries Mount

U.S. equities opened the week with modest gains as investors weighed the looming threat of a government shutdown and its potential to delay key economic data releases, particularly Friday’s nonfarm payrolls report.

U.S. Economic Growth Surges in Second Quarter of 2025: Consumer Spending Drives Sharp Rebound

The U.S. economy grew more rapidly than expected in the second quarter of 2025, mainly due to strong consumer spending in the services sector. 

2025 Growth Outlook: Navigating U.S. Resilience and Global Opportunities

The economic outlook for late 2025 highlights the United States continued solid performance, with growth consistently exceeding expectations throughout the year.

Stocks Bounce as Inflation Stays on Track, Consumers Keep Spending

Markets ended the week on a positive note, snapping a three-day losing streak as August’s core PCE inflation came in line with expectations.

Markets Slip for Third Day as Valuation Jitters Weigh on Strong Data

 equities fell for a third straight session on Thursday, marking the longest losing streak in a month, as valuation concerns overshadowed strong economic data.

Lets Talk >