Tariffs Add Another Challenge for Investors to Consider

Published on April 14, 2025

After starting the year on a high note with the S&P 500 index of U.S. Large Cap stocks posting an all-time high on February 19th, equities retreated during the second half of the quarter, officially falling into correction territory (down 10 percent) on March 13.

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Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur

April 14, 2025
Another period of heightened volatility in the markets reminds us why tax management can be such an essential part of fixed income investing.

Secretary Chavez-DeRemer continues America at Work tour, meets with PortMiami leadership and longshoremen

April 14, 2025
MIAMI – U.S. Secretary of Labor Lori Chavez-DeRemer joined Rep. Maria Salazar, small business owners, developers, longshoremen, and local officials during the second stop on her nationwide America at Work listening tour. While visiting downtown Miami and PortMiami, the Secretary held meetings to learn more about how the federal government can assist in developing a skilled workforce, improve infra