Investment Strategy

Markets & Investing January 02, 2025 December’s market activity highlights the need for caution in the near term. 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 […]

Tax Planning Capital gains tax deferral on investment property sales One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property. Most such […]

Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]

Markets & Investing December 20, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing should ensure the expansion enters a fifth year Despite slower job growth, the unemployment rate should stay low Solid earnings growth and a resilient economy should support U.S. equities Happy Holidays! As the page for […]