The first quarter of 2024 has shown continued momentum as global equity markets now seem to be expecting a higher probability of a “soft landing” in the US which has led to underlying strength and decent earnings numbers to start the year.

Karl recently had the opportunity to sit down with Tony Crescenzi from PIMCO to discuss this unique interest rate environment. Tony is the executive vice president, market strategist and generalist portfolio manager in PIMCO's New York Office. Our team...

Lack of spending restraint offset by revenue surprise and tax hikes.

Two of the most common goals that we hear from our clients, are that they want to retire and minimize the amount of tax that they pay.

As the markets reach all-time highs I am often presented with the question of whether now is a good time to invest. In a perfect world, I guess the market would appreciate at 8-12% per year on a steady and consistent basis meaning we would always be investing...