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Heading into 2026, investors are grappling with a market environment that is as perplexing as any we’ve seen in recent history. Both risk assets (stocks) and traditional safe haven assets (bonds and gold) have performed well this past year. At the same time, we’re seeing divergences in both financial markets and the real economy that […]
Heading into 2026, investors are grappling with a market environment that is as perplexing as any we’ve seen in recent history. Both risk assets (stocks) and traditional safe haven assets (bonds and gold) have performed well this past year. At the same time, we’re seeing divergences in both financial markets and the real economy that […]
As we embark on a new year, we continue to advise clients to position portfolios more conservatively to match today’s market realities. That may be difficult given the temptation to ride a stock market that has been on a long winning streak. But it is when investor sentiment is strong and asset valuations are rich […]
Clifford Swan
You don’t have to be going through a divorce to learn from one. Some of the most powerful financial lessons we’ve encountered do not come from market swings or tax law changes; they come from the experience of watching wealth unravel during a divorce. Divorce is emotionally disorienting, legally complex, and financially revealing. It forces […]
Carlota B. Venegas, CFP®, CDFA®
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave […]
Carlota B. Venegas, CFP®, CDFA®
Imagine a journey where your financial success knows no bounds and your potential is limitless. You are an achiever, and your ambition is the driving force behind your success. Now, let’s channel that energy into your financial roadmap with the guidance of a dedicated investment counselor. We’ll explore how, together, you can create a narrative […]
Carlota B. Venegas, CFP®, CDFA®
They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes at death. President Joe Biden’s recently proposed “American Family Plan” highlights funding the legislation through increased income and capital gains tax on the wealthiest and highest earning Americans.What […]
Carlota B. Venegas, CFP®, CDFA®Next Up
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