The years sure do fly by! 2025 was no exception. A lot happened this year in the investing world (tariff tantrum, AI trade, AI bubble panic, ongoing Fed drama, and many more events). All told, it was a great year to be an investor, with most major indexes exceeding their long-term return expectations by meaningful […]

We are fast approaching the end of 2024. I’ve talked with a few clients about some actions they can take before we turn the page to 2025. In case you are asking yourself “wait, have I done everything I’m supposed to?,” here is a quick list. (Note, I wrote a detailed post on year-end action […]