Macro Overview Financial markets were distraught during the third quarter as rising rates, inflation, andslowing economic activity hindered major equity indices. Dramatic tax cuts implemented inthe U.K. stirred global financial currency markets with the British pound falling to historiclows. …
10 Things to Do Before December 31st
By Greg Hart, CFP® The new year is right around the corner! As 2022 comes to a close, many people are looking ahead to a more positive financial outlook in 2023. While this year has brought about many concerns for investors, including market volatility and ongoing recession fears, there is still …
5 Small Business Tax Tips to Steer You Through the Rest of 2022
By Greg Hart, CFP® 2022 has been a bit of a rollercoaster. With mass uncertainty surrounding a recession, high rates of inflation, and ongoing supply chain issues, we have certainly had a lot of obstacles to deal with. As we head into the final quarter of 2022, here are 5 things you can do at the …
Newsletter: September 2022
Macro Overview Recession fears weighed on markets as equities pulled back from a mid-summer rally thatmany analysts suspect was short-lived. U.S. equities began August in rebound mode butreversed course to end the month in negative territory. Crude oil and gasoline prices fell further in …
Newsletter: August 2022
Macro Overview Recession concerns are rising as company earnings, employment data, and economic growth estimates continue to demonstrate an expected slowdown in the economy. Second quarter Gross Domestic Product (GDP) released in …