Direct Indexing: Diversify and Minimize Taxes
Imagine owning a diversified portfolio that tracks the broader market while simultaneously working to reduce your tax burden year after year. That is the essence of direct indexing. It is not about chasing performance or attempting to outsmart the market. It is about...
Transitioning to ETF-Only Portfolios
We are excited to share an important update as part of our ongoing commitment to optimizing your investment portfolio while remaining true to our core philosophy: managing risk first and striving to outperform the market net of fees over a full market cycle....
January 2025 Market Update: Stock Market Outlook, Fixed Income Opportunities & Economic Trends
Read through the blog here, or skip to Jason’s January 2025 Market Update Video below. Key Takeaways We are cautiously optimistic going into 2025: Although we expect another positive year for stocks, temper your expectations as another 20%+ year is unlikely. We...
April 2024 Market Update: Inflation, Housing Prices, and the Fed
Read through the blog here, or skip to Jason’s April 2024 Market Update video below. Markets began 2024 with divided returns among the top market indices with large U.S. stocks leading the charge for the first quarter of 2024, up 6% as of 4/16/2024. International...