Our Blog
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A More Hawkish Fed Under Warsh
In Kevin Warsh's first meeting as Chair, the Fed held rates at 3.50% to 3.75% for a fourth straight meeting, on a unanimous 12-0 vote. The surprise was in the projections: nine of eighteen...Read more -
Iran Framework Reached, but the Picture Stays Fluid
The U.S. and Iran signed a framework agreement this week to end the war and reopen the Strait of Hormuz, opening a 60-day window for broader negotiations. Oil fell sharply on the news, touching its...Read more -
Markets Grind Higher in a Shortened Week
Closed last Friday for Juneteenth, the S&P 500 still gained 0.9% over the four-day week, its eleventh winning week in twelve, closing at 7,500.58. The Nasdaq Composite led at +2.4% (26,517.93) on...Read more -
Essential Steps for Pre-Retirees: Five Years to Retirement
Maximizing Retirement ContributionsAs you approach retirement, it's crucial to maximize your retirement plan contributions. This includes taking full advantage of 401(k) plans and IRAs. In Virginia...Read more -
Optimizing Growth with Tax Equity Strategies for Business Owners
Understanding Tax Equity Strategies for Business OwnersFor high-net-worth entrepreneurs, leveraging tax equity strategies is pivotal in reducing liabilities and maximizing growth potential. 'Tax...Read more -
Financial Planning After Selling Your Business: Key Considerations
Navigating Life After Selling Your BusinessSelling your business is a monumental achievement, especially for high-net-worth business owners. This milestone opens up a new chapter filled with...Read more







