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Financial and Tax Planning Resources

2024-Q2 Quarterly Keynote Thumbnail

2024-Q2 Quarterly Keynote

The second quarter ended near a new closing high for the S&P 500. For the second time in a row, the index marked a new intraday high on the final trading day of the quarter. Broadly, the economy continued to grow, though the rate of change slowed for some indicators. Bond yields rose then fell on various inflation reports and shifting expectations for Fed rate cuts.

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June 2024 Market Insights Thumbnail

June 2024 Market Insights

The S&P 500 rose above 5,500 for the first time this month on strength from the largest Technology stocks. Inflation readings generally improved and it will be more than a year from the last Fed hike (July) to the first Fed cut.

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New Overtime Pay Rule Thumbnail

New Overtime Pay Rule

The U.S. Department of Labor’s Wage and Hour Division adopted a rule that significantly increases the level of income below which employers are required to pay overtime for executive, administrative and professional employees.

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Unraveling the Threat of Deepfakes Thumbnail

Unraveling the Threat of Deepfakes

Discussion regarding the many facets of AI (Artificial Intelligence) is spreading around the world. Several fears are being expressed about AI in general, but one serious threat that has come to fruition is the Deepfake.

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2024 - Q1 Quarterly Keynote Thumbnail

2024 - Q1 Quarterly Keynote

The first quarter ended with a new high for the S&P 500. Earnings growth expectations helped fuel the rally, which kept going despite higher interest rates. Higher rates pushed bond prices lower, resulting in a small loss for the Aggregate index, though our clients’ exposure to shorter-term corporate bonds and alternative funds typically resulted in a gain.

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