Philippe Berthoud |

The Markets (as of market close July 31, 2023)

Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the

Read More
Philippe Berthoud |

The markets in May were marked by ongoing volatility. Inflation, questions over the direction of monetary policy, and slower liquidity growth impacted equities

Read More
Philippe Berthoud |

The Markets (as of market close April 28, 2023)

Stocks ended April generally higher, despite several lackluster sessions along the way. Each of the benchmark

Read More
Philippe Berthoud |

The Markets (as of market close January 31, 2023)

January proved to be a bumpy ride for investors, with stocks ultimately ending higher to begin the new year

Read More
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, its

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