Blog posts by tag

 by Maria Tipton, J.D.As we continue through 2025, the pace of change in tax policy and the global economy is accelerating—and with that comes a critical planning opportunity. At the center of the conversation is the scheduled sunset of the Tax Cuts and Jobs Act (TCJA), set to take effect on January 1, 2026.Under current law, each individual …

 by Jason Hamilton, CFP®A review of the financial markets over the past few decades reveals many years of impressive returns. While it may feel as though markets have consistently moved upward, those gains have been accompanied by periods of volatility that are often overlooked in hindsight. While certain market fluctuations can be …

 Dear Clients, Partners, and Friends,As we embark on a new year, we reflect on the challenges and opportunities that have shaped the global landscape, with an eye toward how these dynamics will continue to evolve. The past quarter has been marked by a period of uncertainty, driven by geopolitical tensions, inflationary pressures, and notably, …

John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comFirst Quarter 2025 ReviewThe first quarter saw a modest decline in US equities, with International stocks generating solid returns. We have long preached asset class diversification, and 1Q25 showed how expanding one’s investment universe beyond domestic large cap stocks …

   John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comMarkets have been volatile over the last few weeks, largely due to policy uncertainty around tariffs from the incoming administration. The scale and scope of the tariffs announced yesterday was greater than markets anticipated, arguably representing …