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Steps Ahead

Our independent, in-depth research is intended to keep you informed about the state of the market, potential risks and opportunities, and how best to manage ever-changing environments. We are consistently tapped for our thought leadership by major media outlets including the Wall Street Journal, Barron’s, and more.

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The Latest

Forecasts

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January 21, 2025

Q1 2025 Market Perspective

As we turn the page to 2025, the year brings a new set of risks, the most prominent for U.S. investors being the direction of policy under a new president and a narrowly led Republican Congress.

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Forecasts

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October 15, 2024

Q4 2024 Market Perspective

In the third quarter of 2024, equity market leadership shifted as economic conditions stabilized and investors anticipated the start of an interest rate-cutting cycle.

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Forecasts

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March 1, 2024

Preparing for the 2023 Tax Season

As we enter tax season, many Americans mistakenly think their tax obligations were fixed on December 31st for the 2023 filing year. However, there are several proactive measures still available to you that can reduce your 2023 tax burden.

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