Insights
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when discussing my economic and capital market views. I tend to view the economy (and much else in life) in a historical context. Why? Just because this is a...
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total return of roughly 2.7% in Q4 2025. This put a nice cherry on top of another solid year for US equity investors. In calendar 2025, the S&P 500...
2025 Year End Tax Planning
As we approach the close of another year, it's a great time to pause, reflect, and make sure you have elevated the tax-planning strategies that may be appropriate for your situation. This season often brings a flurry of personal and financial activity, and a little...