Our team of skilled professionals share their expertise on financial planning, wealth management, investing, the economy and the latest market trends.
Past Insights and Interests
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Special Market Update
While we have experienced a few downturns in the past decade, the start to 2022 has certainly been an unsettling period for investors. In moments of market stress, it is always important to refocus on things that we can control and take advantage of any market mispricing.
Navigating Biden's Tax Plan
You’re probably familiar with the old Benjamin Franklin adage that “in this world nothing can be said to be certain, except death and taxes.” But when it comes to the tax code provisions themselves, the only certainty is that those provisions will change.
Given the prospect of future potential changes under the Biden administration, here are some helpful tools that we use when thinking about how those potential changes may impact taxpayers.
Mid-Year Financial Check Up
The first half of 2021 is behind us. As we continue to experience the ups and downs of living through a pandemic, a mid-year financial checkup may be more important than ever. Take a look at the different ways you can keep your financial situation on the right path.
Is Inflation Coming Back?
We’ve all been hearing a lot about inflation in the news lately. In this month’s PCM Insights we dig into the numbers for some perspective on current inflation trends, whether those trends are here to stay or short-term aberrations, and what this all means to investors.
American Rescue Plan Act of 2021
“The hardest thing in the world to understand is the income tax.” – Albert Einstein
The American Rescue Plan Act, signed into law March 2021, includes many provisions intended to assist Americans financially impacted by the pandemic. Our summary covers some of the additional complexities that may impact your tax filing process, recovery rebates, 2021 child tax credits, dependent care credits and more.
New Year Tax Planning
“There is an ancient belief that the gods love the obscure and hate the obvious. Without benefit of divinity, modern men of similar persuasion draft provisions of the Internal Revenue Code.” – Martin D. Ginsburg
As we near the start of a new year it is important to start thinking about making financial resolutions and planning for annual milestones.
Election 2020: Post-Election Overview
“A house divided against itself cannot stand.” – Abraham Lincoln
This month’s commentary focuses on the incoming Biden Administration, vaccine development, economic momentum, interest rates, and tax reform.
Financial Planning - An Overview
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” – Pablo Picasso
This year has thrown us some curveballs, but now is a great time to consider starting or revisiting your financial plan. Before jumping in though, take some time and look at what financial planning is, what it can encompass, and how you can get started.
Election 2020: 75 Days and Counting
“Just because you do not take an interest in politics, doesn’t mean politics won’t take an interest in you.” – Pericles
The 59th United States presidential election is upon us this fall and the stakes could not feel higher. The global economy experienced one of the sharpest contractions on record in the second quarter of 2020 with a recovery that depends on containing the COVID-19 pandemic and related economic fallout.
Learn what this all could mean in the months and year ahead.
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Past Quarterly Newsletters
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Third Quarter 2023
Diversification was elusive last quarter as better-than-expected economic data was overshadowed by falling stock prices and negative bond returns. Dive deeper with our timely insights and trends influencing your investments in our latest commentary
Second Quarter 2023
Mega cap tech stocks continued their massive outperformance in the quarter, propelled by encouraging economic data and a renewed interest in artificial intelligence. Investors wonder whether higher valuations will finally cool the market’s enthusiasm or if the second half of the year will bring more gains. Dive deeper with our timely insights and trends influencing your investments in our latest commentary.
First Quarter 2023
Stocks and bonds rebounded strongly in the quarter fueled by lowered interest rate expectations. The global economy likely grew during the quarter, buoyed by demand from the U.S. consumer and China’s reopening.
Fourth Quarter 2022
Stocks and bonds rebounded in the quarter but ended the year on a sour note. Decelerating global growth outweighed inflation concerns as investors became increasingly anxious about an economic slowdown.
Third Quarter 2022
Stocks and bonds declined for the quarter as markets continue to digest high inflation, continued monetary tightening, and slowing global growth. Nearly all major equity indices remain in a bear market.
First Quarter 2022
During Q1 2022, global equity and fixed income returns were largely negative as persistent inflation, rising interest rates, and Russia’s invasion of Ukraine dominated headlines. We review these and other major drivers of the markets in this edition of our Quarterly Commentary.
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