First of all, Happy Thanksgiving. This is a time to reflect upon all the opportunities and challenges that have come our way and to be thankful for our ability to work diligently on the path forward. It is not always easy because, among other things, the way is often not clear. The S&P 500 returned 1.7% for the week as the market shrugged off lackluster guidance from bellwether Nvidia and put their faith in the upcoming administration’s economic and deregulation agenda. Investment grade fixed income sectors posted positive returns as rates fell at the long end of the curve. Rates edged lower at the long end of the curve and rose at the short end. On the wealth planning front, we discuss year-end income tax planning.
Click Here to Read the November 25, 2024, Economic Commentary
Click Here to Read the November 25, 2024, Investment Commentary
Click Here to Read the November 25, 2024, Wealth Planning Commentary