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It’s 2024. Do You Know Where Your Portfolio Is?

If the title has a familiar ring to it, you may be recalling the admonition heard so often decades ago: “It’s 11 o’clock, do you know where your children are?” The safety of our children is always a concern. Where they are, where they are going and who they are with are important considerations, always. The safety of your portfolio...
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Looking Back and Ahead

Looking back, 2023 was a year of catch phrases: “Transitory Inflation,” “Higher for Longer,” “Supply Chain,” “The Magnificent Seven,” “A Recession is Coming,” “Soft Landing,” “Goldilocks Scenario,” “Stagflation,” “What about the Fed?” “Santa Claus Rally.” As the year unfolded, U.S. equity markets fluctuated up and down in the first half of the year then had three consecutive down months ending...
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November Is Off to a Good Start

Most understand that New Hampshire has no state income tax. However, several other perks are available to ordinary households, local businesses, and certain trusts. The following sections summarize the state’s key tax advantages. Readers should note that some techniques involve complex laws and strategies. A New Hampshire-based advisor can evaluate suitability and provide personalized guidance.  
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