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Last week, U.S. equity markets rebounded from Wall Street’s latest doomsday narrative, the so-called “SaaSpocalypse.” The selloff in the software-as-a-service sector reflected investor concerns about the long-term impact of AI on the SAAS industry, which we currently view as... on
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In observance of Martin Luther King Jr. Day, our office will be closed on Monday, January 19th. Let us... Read More
Markets are off to a strong start in 2026, with major indexes posting solid year-to-date gains across the board.... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Get organized this January to tackle your 1099 filing obligations with ease! As we close out 2025, small business... Read More
Tune in on Wednesday, 6 p.m., for a pre-recorded “Your Financial Choices” show on WDIY 88.1 FM with Laurie... Read More
“Keep your eyes on the stars, and your feet on the ground.” — Theodore Roosevelt Read More
Happy New Year, and welcome to the new The Weekly Commentary! This weekly newsletter is still packed with all... Read More
2025 ended with double-digit returns across all three major stock market indexes, marking the third consecutive year of gains... Read More
The health of the U.S. economy is a key driver of long-term returns in the stock market. Below, we... Read More
As we kick off the new year, this is a friendly reminder for clients who make quarterly estimated tax... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“Life is a series of new beginnings. Embrace each one with courage.” — Roy T. Bennett Read More