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Happy Holidays, from WMS (and the Market)
“When a consensus of policymakers, commentators and investors is arrayed so overwhelmingly behind...
Mid-Year Review and Outlook
“There is much evidence that monetary changes have their effect only after a considerable lag and...
Primer on Bank Deposits and Charles Schwab Money Market Funds
The safety of our clients’ money is top of mind following the failures of Silicon Valley Bank and...
Our Thoughts on Silicon Valley Bank and the Financial Sector
Rising interest rates bring both opportunities and risks for the banking industry. In a rising rate...
Secure Act 2.0 - Tax & retirement changes
Before closing out 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0), a...
2023 Thoughts: Euphoria in Reverse
Cash is once again king
There is a Silver Lining to Inflation - Expanded Tax Planning Opportunities
The Negative Effects of High Inflation
We have all experienced some form of the negative aspects of...
Investment Strategy: a Major Reset
- The Fed clearly sees more risk coming from higher inflation than it does from a potential...