To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]

To Inspire: Believe it or not, here we are at the last weekend of January. How are your 2024 resolutions going? If you are struggling already, don’t feel bad. The second Friday in January is known as Quitters Day – the day when many people give up on their resolutions. So let me suggest a […]

To Inform:  Earlier this week, Alex and I hosted our January Portfolios Event – “7 Themes Plus One More for 2024.” One of those themes discussed our view on one of the biggest questions we are receiving from clients – potential interest rate cuts by the Fed in 2024. All signs point to the Fed […]

To Inspire: Got the winter blues? The medical community calls this seasonal affective disorder (SAD), an actual depression that can happen, most often in winter. The causes are not entirely clear but the shorter days (less sunlight) are thought to trigger a chemical change in the brain that brings about depression-type symptoms. SAD can impact […]

To Inspire: In a year where close to 40% of both global population and global GDP head to the polls, I thought it might be interesting to unpack some of the 2024 political themes our research partners are sharing with us. If you read last week’s Wealthnotes you might recall the average performance of the […]

To Inspire:   One woman’s dream of becoming an author came true this holiday season, with a little help from her grandson. In 1972, Barbara Rieco wrote a children’s book. Despite her best efforts to find a publisher, rejection after rejection followed. More than forty years later, her grandson Chad Cooper decided to publish the […]

To Inform: Last night we had a get together to celebrate my daughter’s 18th birthday. We were standing in the kitchen and my father-in-law asked me, “What do you think about the markets this year? If you look at the news you have some people who think it’s going to be a great year and […]

To Inspire: New Year’s resolutions – over one third of Americans make them but most drop them quickly. A recent Forbes study found that 23% of those making New Year’s resolutions will drop them after only one week and 80% will have abandoned them by March. Only 9% stick with them for an entire year. […]

Christmas is a wonderful time of year. Personally, it’s one of my favorites! Each year it’s a time to remember the things we’re thankful for and spend time with loved ones. For this article, I wanted to take a different approach to both share some blessings and hopefully a funny anecdote. This year has been […]

To Inform: With four trading days left in 2023, we do not believe it is too early to start looking forward toward markets in 2024. Earlier this week, Alex Durbin shared a piece with The Joseph Group’s Investment Committee written by Strategas’ Head of Technical and Macro Research, Chris Verrone. Verrone was sharing “guesses” of […]