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Portfolio Commentary

In our last Portfolio Commentary, we shared the Stock Trader’s Almanac data regarding typical presidential election year patterns. At the time, we thought equity markets might follow an Open Field pattern, but we withheld judgement until after the first quarter of 2024.
4/20/2024
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Kings Point Team Quarterly 1.30.24

A mere 12 months ago, the outlook for the stock market seemed bleak. Inflation was soaring, consumer defaults were on the rise, and prominent business leaders were sounding alarms about an impending recession.
1/30/2024
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Tax Season Questions

As tax season ramps up, Bethany Thompson, Certified Tax Specialist™, put together a list of some of our most asked tax questions. As always, please consult your tax advisor, as FCA and its affiliates are not tax or legal advisors.
1/1/2024
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Health Insurance Options For Small Businesses

Explore health insurance options for small businesses, including required and optional coverage, tax benefits, and how to attract top talent with competitive benefits.
10/5/2022
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How to Question Your Business Legacy

What kind of legacy will your business leave behind? Explore how financial security, employee engagement, industry innovation, family impact, and personal fulfillment shape a lasting business legacy—and how to redefine yours.
11/9/2020
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