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Q1 2023 Review Letter

The past year was a difficult one for investors.  For stocks, 2022 was the worst year since 2008 and the fourth worst year since 1950. The bond market did not fare much better with the Aggregate Bond index* having its worst year on record with a total return of -12.03%. The previous worst y …

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Q4 2022 Review Letter

Tyler Silverthorn, CFP®, AIF®, Wealth Advisor The big story of this year, and the 3rd quarter, is that the Federal Reserve continued to be increasingly hawkish in the face of persistent inflation. After raising rates by 75 bps in June (going further from initial guidance for a 50 bps hike), …

Sushi and the Art of Stockpicking

Published by Rob Furlong Every year around the Oscars I remember that between two kids, a career and countless other commitments, I haven’t seen any movies since, well, the same time last year. This leads to a week of late-night binge watching, usually of movies that have lingered in my Net …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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