Most people understand the value of maintaining a long-term outlook when it comes to their investment strategy. Amid ongoing market swings, however, it can feel difficult to stay the course. Despite the uncertainty, it’s important to remain focused on the big picture to help manage the effect that emotional selling may have on your overall financial plans. In fact, market downturns may even present portfolio and planning opportunities that may not seem obvious at first.

For the period August 1 – August 31, 2024 Executive Summary After a brief bout of volatility to start the month, equities roared back to finish August near all-time highs, propelling us toward the first rate cut since March 2020. The Fed has signaled their intentions, as their focus has clearly shifted to the labor market, which is showing signs of slowing.

Presidential elections always breed uncertainty, and while we’re sure to have many questions leading up to November, one of the more pressing is, “How will the election impact markets?” In this webinar, Gary Quinzel and Ayako Yoshioka from our investment management team discuss:

When it comes to your finances, few things—if any—are more important than security. Whether it’s your nest egg, your legacy, or simply the funds in your checking account, you want to make sure that it’s protected against anything out of your control.

Markets experience ups and downs, and while that may be disconcerting as you look at your portfolio, you might be in a situation with a unique tax planning opportunity.

According to a recent AICPA study, the number one concern for their clients with respect to retirement planning is running out of money. In fact, 30% of their clients listed it as their top concern.