As we enter the peak time for this year’s taxes, we wanted to share a couple of updates and reminders.

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Warren Buffet famously said that investors should “be fearful when others are greedy and to be greedy when others are fearful”.

2023 has been an interesting year for the markets, to say the least.

A series of bank failures have shaken the markets in recent days.

Now that 2022 is squarely behind us, we can take a look at the final results.

Diversification is meant to hedge against portfolio losses, but when everything seems to be moving in the same direction, it can feel like there is no safe place to hide.

Russia is a tiny part of the global markets, but is having a major impact both abroad and at home.

With uncertainty on the horizon, contribution limits increasing due to inflation, and new members joining our team, 2022 is is kicking off in a big way.

The economy is firing on all cylinders, but the market’s ability to meet rising demand is creating supply chain issues and ongoing concerns about inflation.

Divided congress, a new administration and stretched valuations leave uncertainty on the table for 2021.

If 2020 has taught us anything, it’s that life and the stock market have one major thing in common - unpredictability.

As quickly as the markets descended in March, the markets rallied in April and March.