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Year-End Tax Planning Strategies 2023

| 11/27/23 9:00 AM
8 minute read 

Although year-end is rapidly approaching, there is still time to implement tax saving strategies to lower your 2023 taxes. Current focus should be on deferring 2023 income into the following year and accelerating potential deductions for 2024 into the current year. This is often referred to as the "normal approach" to year-end tax planing.

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Investment Commentary Investments & Economy Grow

Charting a Steady Course

| 10/19/23 1:02 PM
10 minute read

After a strong first half of the year, global equities faced several headwinds in the third quarter. Oil prices surged nearly 40% between mid-June and late September; Treasury yields have pushed to new cycle highs as the Federal Reserve has maintained a restrictive policy stance, which in turn has boosted the U.S. dollar. The S & P 500 Index reached a 2023 high at the end of July, but from its intra quarter high the index declined..

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Investments & Economy The Week Ahead Grow

The Week Ahead – Eyes on the Dots

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week. 

While the S&P 500 was roughly flat last week, and U.S. 10-year Treasury yields continued to oscillate around the 4.3% level as growth and inflation remain more resilient than expected, WTI closed the week above $90 for the first time in almost a year and has now bounced more than 30% since..

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