April 4, 2024

Purus Perspective: April 2024

2024 is shaping up to be the year that we expected. As we continually monitor the markets, the Capital Group article, “5 reasons why equities could defy the odds”, highlights the reasons why we are optimistic about the health of the stock market. Those that joined us for our recent advisor roundtable know that the fundamentals talked about in this article have served us well in the past. This year the noise around the elections and interest rates will continue to increase in volume, however, as long as we continually focus on our long-term investment plan, we believe that 2024 will be a good year for all of us.

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September 18, 2023

CLEAR Insights - Taxes: Trends & Tidbits