Navigating Times of Change
With a new administration in Washington and stock market valuations running high, investors have a lot to digest. Chief Investment Officer Joseph “JP” Powers reviews themes impacting markets today, including AI, trade wars, tariffs, deregulation and more. Watch now for his insights!
Trends That Defined Markets in 2024
Stocks soared this year, but can it continue? In this video, we review the last year in markets, highlight some of the surprises and give you our thinking on inflation, interest rates and more. Watch Joseph Powers share his latest insights!
Post-Election Update: What’s Next?
In this video, we analyze the election’s impact on market dynamics and investor sentiment. See how recent outcomes might shape economic expectations and market behavior. Watch Joseph Powers’ latest insights on the markets and the economy!
Smart Year-End Tax Planning
From making the most of tax-advantaged savings accounts to donating to charity, there are many opportunities to plan before year-end and potentially preserve more of your wealth.
Market Outlook for Remainder of 2024
How are you feeling about your future? There are reasons to feel uncertain, but recent market volatility may have created opportunities.