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Quarterly Review
2023 Year End – Q1 2024 Review
Download the PDF copy here. Economic Soft Landing Achieved Please know that we are aware of the long length of these letters and the challenge ...
Quarterly Review
2023 Third Quarter Review: Have We Skipped A Down Cycle?
Download the pdf copy here Executive Summary The Federal Reserve’s View Macro-Economic Perspectives FOMC September 2023 Forecasts Percent 2023 2024 2025 2026 Change in Real ...
Quarterly Review
2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient
Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption ...
Year In Review
2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures ...
Quarterly Review
2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal ...
Quarterly Review
2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real ...
Articles
2022 Year-End Tax Planning
Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future. What are the key 2022 year-end tax ...
Articles
Roth IRA Conversion Pros and Cons
In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings. But should you consider it; why or ...
Articles
Retirement Tax Strategies for High Income Earners
For high earners, minimizing income taxes now and into retirement can be a challenge. Tax strategies exist that can help ease these tax burdens while ...
