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Bridging the Gap

Between industry news and personal experience.

2023 Q1 Market Update Thumbnail

2023 Q1 Market Update

The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride. In the end, the quarter did close on a good note, with U.S. stocks having a late quarter comeback following some positive news that the Federal Reserve’s preferred inflation gauge took a dip in February after an uptick in January.

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2022 Q4 Market Update Thumbnail

2022 Q4 Market Update

It’s probably a fair assumption to say that most investors are happy 2022 is in the books. After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the bear finally officially rose from its slumber and dominated Wall Street

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2023 Tax Report Thumbnail

2023 Tax Report

Income tax is a large revenue source for the United States government. While tax rates have changed many times, since the 1860’s, the United States has used a “progressive” tax code.

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2022 Q3 Market Update Thumbnail

2022 Q3 Market Update

Investors understand that markets go up and also go down. After being treated to better than average returns for over a decade, 2022 has been a year that has tested even the most seasoned of investors.

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Q2 2022 Newsletter Thumbnail

Q2 2022 Newsletter

The first half of 2022 has been a nightmare for even the most seasoned of investors. When looking back, from the March 2020 lows until January 2022, investors were treated to a 21-month bull market that saw equity markets more than double

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2022 Special Addition Market Volatility Thumbnail

2022 Special Addition Market Volatility

After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022. While it’s always possible equity markets could turn upward quickly, an equity downturn experience can leave an extensive impact on the psyche of even the most seasoned of investors and consequently impact how they manage their money.

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