Why the “Average” S&P 500 Return Is Rarely Average: Three Tips for Long-Term Investors

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Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more Why the “Average” S&P 500 Return Is Rarely Average: Three Tips for Long-Term Investors

DOL’s Investment Selection Proposal: What Plan Sponsors Should Know

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Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more DOL’s Investment Selection Proposal: What Plan Sponsors Should Know

Washington State Millionaires’ Tax Checklist: 5 Questions Business Owners and HNW Individuals Should Ask Now

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Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more Washington State Millionaires’ Tax Checklist: 5 Questions Business Owners and HNW Individuals Should Ask Now

The Oregon Disconnect: How SB 1507 Impacts Private Companies

Oregon, buildings, waterfront, sunset

Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more The Oregon Disconnect: How SB 1507 Impacts Private Companies