New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
Wondering how to sell your business? We’ve broken down the steps you should take when creating an exit plan and ultimately moving forward with selling your business.
Holding Our Equity Forecast Steady The S&P 500 Index fell slightly last week after a late week retreat on escalating conflict in the Middle East. Despite a more than 20% gain in two months, down weeks have been normal off the lows with four of the last ten weeks seeing the index lower. …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, examine the recent narrative that inflation is about to spike again — and explain why the actual data says otherwise. While tariff concerns and headline warnings have investors on ed …
IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …
Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. The S&P 500 is now just a chip shot away from new highs, something that was …
Corporate executives need to plan carefully for tax efficiency. Their W-2 income is subject to high tax rates with few available deductions. Their compensation packages also tend to include other types of income such as stock compensation, large bonuses, commissions, and more, which are typ …
