Year End Tax Reduction Strategies for 2023

December is here, and as we collectively take a deep exhale following our respective Black Friday spending binges, it’s time to get back on the financial ball.  There is one month left in 2023, and just enough time to implement some tax-saving, net worth enhancing strategies before year-end.  Let’s dive in:  Tax Savings Now: 401k,

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2023 Year-End Outlook and the Grind Down to 2% Inflation

The US economy chugged along through the summer, with the sub-4% unemployment indicating little strain in the labor market and corporate earnings holding steady. The inflation rate has climbed since June from 3.1% to 3.7%, but considering the annual inflation rate for the US was at 8.9% last summer, there has been a lot of

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Q3 Economic Commentary – Tallying the Headwinds and Tailwinds 

2023 thus far could be summed up with two words: Artificial Intelligence (A.I.). Companies with major stakes in A.I., including Microsoft, Google, Nvidia, Meta, and Apple have each posted year-to-date gains of over 40%.  Many investors view this new technology as a game changer for business efficiency and profitability and have piled into A.I. stocks,

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Q2 Economic/Market Commentary – Inflation, Growth, Interest Rates – All Higher for Longer

Broad stock market rallies were a welcome sight at the start of the year, with the S&P 500 Index climbing 6.18% during the month of January.  Bonds, in contrast to much of 2022, also gained value.  Inflation slowly came down, although the Federal Reserve emphasized the continued need for higher interest rates to bring both

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