Sunrise and an oil rig

Q1 2022 | Fuel, the Fed and Fear

Quarterly Letters

Q1 2022 Market and Strategies Update This year and Q1 2022 began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the war in Europe…

Tax and coins

2022 Tax and Investment FAQs

Wealth Management

Tax Time Frequently Asked Questions This time of year, we are asked a lot of tax-related questions.  As we close out the 2021 tax year, here are answers to our four most “Frequently Asked Questions.”   Why am I paying capital gains taxes when I didn't sell anything this year? Where did these gains come…