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

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

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

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 Washington State Millionaires’ Tax Signed Into Law

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 Washington State Millionaires’ Tax Signed Into Law
The Oregon Disconnect: How SB 1507 Impacts Private Companies

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
When Stress Arrives: Gold Shows Up, Bitcoin Has Not Yet

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 When Stress Arrives: Gold Shows Up, Bitcoin Has Not Yet