As we turn the page to 2025, the year brings a new set of risks, the most prominent for U.S. investors being the direction of policy under a new president and a narrowly led Republican Congress.

In the third quarter of 2024, equity market leadership shifted as economic conditions stabilized and investors anticipated the start of an interest rate-cutting cycle.

As we enter tax season, many Americans mistakenly think their tax obligations were fixed on December 31st for the 2023 filing year. However, there are several proactive measures still available to you that can reduce your 2023 tax burden.