In 2017 the standard deduction approximately doubled, meaning many taxpayers who normally itemized their deductions found it beneficial to take the standard deduction. For those who are charitably inclined, “bunching” your charitable contributions into one year (itemizing deductions), and taking the standard deduction the following year…READ MORE
Election in the Rearview Mirror The much-anticipated presidential election has concluded, with Donald Trump winning the US election and becoming only the second US president in history to serve non-consecutive terms. Following the election, equity markets have remained strong, reflecting the general market consensus that…READ MORE
Election Ahead With less than a week ahead of the 2024 presidential election, we thought that it would be helpful to review some of our previous commentary regarding elections and markets; it has been easy to get distracted with what feels like non-stop texting campaigns…READ MORE
As we look in the rear-view mirror, we see an eventful third quarter which brought both renewed volatility and the first rate cut since the Federal Reserve cut rates in March 2020 in response to the pandemic. While market analysts were quick to point to…READ MORE
Summer Ends, Volatility Returns Throughout most of the summer markets were calm, then came August. An interest rate hike by the Bank of Japan coupled with a weaker than expected jobs report in early August led to a broad-based drawdown in equity markets globally. The…READ MORE
