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… Quarter 2025 The Best Offense is a Good Defense One needs to construct a well-diversified portfolio that can be held … double-digit second quarter return, is unusual but, as shown in the chart below, bodes well for the latter half of … 2nd quarter earnings announcements will provide a report card on whether this exuberance was warranted. As always, we …
… Policy January 19, 2021 The following piece is not intended to be a political commentary, nor an endorsement of either … tax rates, reduce the federal estate tax exemption and standard deduction, and eliminate the deduction limit on … Biden’s proposals will be considered and put to a vote. However, those who fear that all of the proposals will …
… For small businesses, December is a great time to set goals for 2025 that can drive growth, increase … efficiency, and safeguard operations. Owners and operators may be wearing numerous (or all!) hats in your … against fraud and cyber threats. Find out more about how Cape Cod 5 can assist your business with fraud …
… tariff deadline for the European Union, now set for July 9. However, stalled trade negotiations raise doubts about … deadline, potentially reintroducing reciprocal tariffs. Sector performance was led by Technology (+10.79%), followed by … FactSet A pivotal event was Moody’s downgrade of the U.S. credit rating on May 16, citing the nation’s $36.1 trillion …
… Economic Review: Cautiously Optimistic 2023 gave investors myriad reasons to rejoice after the abysmal performance … Source: Goldman Sachs GIR With inflation rates showing consistent declines, the Federal Reserve’s rate … mid-October to end the year at 3.87% on December 29, 2023. Credit spreads narrowed, which indicate a positive outlook …
… on Wednesday, January 16, 2019. At the event, 89 awards totaling $39,956 were presented to teachers from 44 schools in the region to fund … from all grade levels in the communities served by the Bank are eligible for the award and submit their …
… Confidence As IRA contribution season approaches, it’s time to focus on building your retirement savings while … tax-deductible, reducing your taxable income for the year. However, withdrawals in retirement are taxed as ordinary … options for full FDIC insurance on your deposits above the standard limit so that you can feel secure with your funds. …
… Outlook, New Medicare Advantage Plan? If you’ve resolved to take better care of yourself in 2023 and you are enrolled … Advantage Open Enrollment Period is your opportunity to reassess whether your health insurance matches your … provided by Medicare Supplement or Medigap Plans are standardized, i.e. a specific plan will offer specific …
… October 2025 Market Commentary No Tricks, Just Treats: Markets Rally Through October While the government shutdown and volatile trade … decisions due to the dearth of government data, the gold standard. And while the Fed looks to private and state level …
… fourth consecutive monthly gain and 20th all-time high year-to-date. The Nasdaq was up 1.58%, its fifth straight month … are more prevalent – a positive backdrop for stocks showcasing the resilience of Corporate America. Rate Cut … market and economic factors and is here to talk through how they may impact you. Please reach out if you have any …
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