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MARKET REVIEW: 1Q 2024

Late 2023 optimism around an immediate Fed “pivot” was tempered in the new year as pockets of stickier inflation and a robust economy led the Federal Reserve to signal it would exercise patience in cutting rates. Despite this shift in sentiment, US stocks continued the upward march that began in

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THE TAXMAN

No one is proposing a 95% tax rate, and exactly how it will be is still uncertain, but increases are imminent at both the state

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CHECKING OUT THE ALTERNATIVES

Faced with rock-bottom interest rates, higher inflation, higher valuations, and crowded or over-hyped markets for traditional stocks and bonds, it’s only natural for wise, experienced

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