by Louis Odette | Jan 21, 2026 | Financial Planning
It’s not just what you invest in, it’s where you hold those investments. The savings vehicles you use to hold your assets are a critical factor in enhancing after-tax returns. Hear Louis explain the tax planning techniques our wealth management team uses when...
by Louis Odette | Jan 20, 2026 | Investment Commentary
MARKET RETURNS: Global markets finished the year on a strong note. Foreign stocks led the way, bringing 2025 returns above 30% for both developed and emerging markets. Currency exposure contributed to those results as the U.S. dollar index declined more than -10% in...
by Louis Odette | Oct 20, 2025 | Investment Commentary
MARKET RETURNS: Prices for most assets continued to rally in the third quarter. Emerging markets led global equity gains with a double-digit return and have now taken the year-to-date lead over their developed market peers, which appreciated nearly 4.8% during the...
by Louis Odette | Sep 22, 2025 | Financial Planning
Over the past decade, a small number of various technology stocks have outperformed the broader market. While this created value for many investors, it also left some with a concentrated position in just one or two individual stocks. Holding too much of your wealth...
by Louis Odette | Sep 3, 2025 | Financial Planning
Working extensively with tech sector employees, we often see how they can default to building their portfolio around what they’re familiar with: the tech industry. However, this approach can quickly lead to an over concentration of tech-related assets, which could put...
