Philippe Berthoud |

Overview

The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation

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Philippe Berthoud |
Here are some things to consider as you weigh potential tax moves between now and the end of the year.
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Philippe Berthoud |

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time

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Philippe Berthoud |

The Markets (as of market close October 31, 2022)

October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that

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Philippe Berthoud |
There are many misconceptions and gaps of knowledge about Social Security that can prove costly. This list will help clarify those misconceptions and fill in
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Philippe Berthoud |

The Markets (as of market close August 31, 2022)

Through the first half of August, the stock market continued to ride July's rally. Including the first two

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Philippe Berthoud |

The Markets (as of market close July 29, 2022)

July saw the stock market ebb and flow throughout the month. Sometimes the market reacted in response to news

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Philippe Berthoud |

The Markets (as of market close May 31, 2022)

May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn't

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Philippe Berthoud |

The Markets (as of market close April 29, 2022)

April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global

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