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04.26.2023

Kiplinger – For Best Tax Savings, Year-Round Tax Planning Is Essential

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04.17.2023

Bloomberg – How to Supersize Your FDIC Insurance

Industry News/Trends

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04.17.2023

MARKET UPDATE: ”THEY BROKE SOMETHING”

Monthly market commentary

Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…

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04.04.2023

CityWire RIA – Why a $5bn RIA entered the insurance business

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