A review of what has led to the current environment and how we are positioning portfolios.
A Mid-Summer Update where we endeavor to provide a greater understanding of the current environment and where we could go from here.
A look back at portfolio decisions throughout the pandemic with an update on the current state of the economy and financial markets.
Our mid-year update with comments on the election and potential tax reform.
A timely update amidst the ongoing pandemic with a spotlight on portfolios, the economy, and the markets.
An interim update on the impact of the recent market volatility and impact to portfolios.
A very comprehensive review of the recent market sell-off with historical context and updates on how our team is managing portfolios through the…
A recap of 2019 with a special outline of the Flower City Capital Tax Planning Roadmap and briefing on the Secure Act.