Economic & Market Commentary Q1 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well
California’s implementation of SB951, removing the cap on State Disability Insurance (SDI), marks a significant shift in tax obligations for
Happy New Year!? The beginning of 2016 has gotten off to a bad start, and as a result we are
Year-End Wealth Strategies. The end of the year is quickly approaching! It is no secret that the markets have been
Majority of the needle-moving economic indicators over the past month were roughly in line with expectations, and the chances of
June 29th was a dark day for the markets: Spooked by turmoil in Greece, the Dow Jones and S&P 500
There is an old piece of tax wisdom that says, “It’s not what you earn, it’s what you keep.” And
This month, it seems that good news is bad news once again. A series of positive economic data (mainly stronger
Retirement accounts like IRAs and 401(k)s are hugely popular—and the reason is their tax advantages. But traditional IRAs and Roth
If investing seems complicated, it’s mainly because of the way we’re wired. Over eons, we’ve developed tendencies and biases that
In recent economic data, employment matches expectations, manufacturing flattens after a period of decline, and auto sales growth continues to