Tug of War

Tug of War The stock market rally continued this week, but in between there was a lot of up and down action. The S&P 500 Index fell 1.6% on Wednesday, but still managed to gain 1.4% for the week as the market eventually managed to ignore the Fed’s rate cut delay. The yield on the […]
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Tax Time!

Tax Time! The IRS has officially announced that it will commence accepting and processing tax-year 2023 returns starting on Monday, January 29, 2024. To streamline your filing process and expedite potential tax refunds, the IRS offers the following recommendations: 1. Ensure you have received essential documents like Form W-2 and other income-related forms, such as […]
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Emerging Technology

Emerging Technology On Wednesday, we had our Future of AI and Healthcare Innovation event, with Marc Weiss, CIO of Open Field Capital, covering AI and more general technology and Marc Pentopoulos, CIO of Vista Point Capital, covering focusing on biotechnology and healthcare technology. If you were able to join us, we hope you enjoyed it […]
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Cryptonite?

Cryptonite? As of Jan 11, we now have several spot Bitcoin ETFs, making ownership of Bitcoin crypto currency as simple as buying a stock. As that day approached, the thought was that when this easy avenue for investment opened up, Bitcoin would jump in price as both institutional and retail investors piled in. On that […]
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Forecasters Agree to Disagree

Forecasters Agree to Disagree In this age of big data, it’s not uncommon to see an analysis like this made-up example: After a positive year for the S&P 500, if January the following year is also up, that year is also positive 74% of the time with an average return of 9.3%. Assuming that scenario […]
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