Insights

After a promising start to the year, market gains fade.

Stocks overcome uncertainty to notch another strong year.

Tax updates for 2025 reflect moderated inflation and include a larger catch-up contribution amount for some, while the scheduled sunset of the Tax Cuts and Jobs Act leaves room for future changes.

This Thanksgiving, embrace the spirit of gratitude by giving back in meaningful and strategic ways.

The S&P 500 hit record highs while the Nasdaq lagged. The Fed cut interest rates for the first time since 2020, and both small cap and value stocks outperformed this quarter.

As the 2024 election approaches, we explore how past market reactions around elections might inform our perspective today.