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Investment Management

April 23, 2025

First Quarter 2025 and April Market Update

The first quarter of 2025 delivered mixed results across asset classes as concerns related to global tariffs and the increased probability of a recession in the United States created headwinds to performance. The S&P 500 Index returned -4.3% during the period, underpinned by the negative performance of consumer discretionary and mega-capitalization technology stocks.

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Investment Management

January 27, 2025

Tax Planning: Annual Gift Exclusions & Retirement Contribution Limits

As we transition from 2024 into the new year, we want to highlight important information for tax planning, including annual gift exclusions and retirement contribution limits. Retirement contributions can still be made until April 15th, allowing you to take full advantage of benefits for the 2024 tax year.

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Investment Management

January 27, 2025

Fourth Quarter 2024 Market Update

The year 2024 delivered another strong period of investment returns across most asset classes. Despite theabsence of a traditional “Santa Claus” rally in December, with the S&P 500 declining -2.5% during the month,the index still achieved an impressive +25.0% gain for the year.

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Investment Management

July 30, 2024

2024 U.S. Presidential Election

With the United States presidential election less than four months away, we felt it worthwhile to share comments from our investment managers on the possible impact on global financial markets.   The 2024 presidential race has already seen its share of dramatic events, including the former president and  Republican candidate Donald Trump navigate ongoing legal issues,…

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