May Market Review 2025
June 3, 2025 May was a pivotal month for markets, shaped by two forces: Tariff policy and tax and spending legislation. On the trade front, investor uncertainty eased for a short time as President Donald Trump’s “Liberation Day” tariffs seemed to lose traction. Several key developments contributed, including a 90-day tariff pause with China, the…
Read MoreApril Market Review 2025
May 1, 2025 Uncertainty reigned through April and likely will continue to do so, at least in the near term. Markets have reacted, both negatively and positively, to every headline coming out of Washington. On April 2, President Donald Trump’s declaration of “Liberation Day” sparked a selloff of 19% in the equity markets as the announced tariff…
Read MoreGranting Guidelines for Donor Advised Funds
Understand how donor advised funds can – and cannot – be used to support the charitable causes important to you. Donor advised funds (DAFs) are a powerful and efficient tool for individuals looking to make a meaningful impact with their philanthropy. However, it’s essential to understand the guidelines and regulations governing DAFs to ensure that…
Read MoreMarch Market Review 2025
April 1, 2025 Turbulence is expected to continue until markets gain more clarity. The equity market remained turbulent through March, with the S&P 500 dipping into correction territory – 10% off its February peak – largely spurred by tariff policy uncertainty and related fears of potentially rising inflation and dwindling growth. “The extreme optimism that…
Read MoreRetirement planning considerations for corporate executives
As a corporate executive or business owner, you may feel like retirement planning can get complex. While there are more considerations, there are also more levers to pull. This can benefit your plan and help you diversify your investments. You work hard to solidify your company’s future, but are you planning just as carefully for…
Read MoreFebruary Market Review 2025
March 3, 2025 A torrent of headlines churned U.S. equity markets in February, which – bolstered by the underlying strength of the U.S. economy – closed down, but still near record highs. A quick rundown of the ongoing tensions: The Trump administration’s threat to enact broad-based tariffs on goods imported from Canada, Mexico and the…
Read MoreJanuary Market Review 2025
February 1, 2025 Despite uncertainty surrounding inflation, interest rates, the political landscape and a new disruptor in the artificial intelligence (AI) race, domestic equities ended the first month of 2025 broadly positive, reflecting a continuing optimism for the U.S. economy. AI-themed stocks, which have pulled headline indices upward for the past two years, were shaken…
Read MoreDecember Market Review
January 1, 2025 December added a question mark to the end of an otherwise strong year of growth for the equity markets. As inflation numbers continued to stagnate above its 2% year-over-year target, the Federal Reserve (Fed) – despite cutting current interest rates by another 25 basis points – expressed diminished confidence in inflation reaching…
Read MoreNovember Market Review
December 2, 2024 Equity markets experienced a post-election rally with the S&P 500 crossing 6,000 for the first time on November 11 and finishing the month up 5.7%. The S&P 500 and the Dow Jones Industrial Average each saw four all-time highs in November, driven by the market’s belief that the incoming administration’s economic agenda…
Read MoreTrim your future tax bill by thinking ahead
The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax savings – could be more than worth the effort. Consider adding one or more of these four tax-mitigating moves to your capital gain/loss…
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