One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …
Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …
One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.
Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”
Published by Beth Schanou, Director of Wealth and Estate Planning Does it ever feel like time gets away from you?
Today’s society is one of instant gratification. We are continuously connected. We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of h …
Published by Teresa Milner Are you prepared for the journey in life referred to as retirement? Whatever you choose to call the later years of your life, planning and preparing for this well in advance is the best way to be ready – financial security doesn’t just happen. Planning ahead allow …
