Happy Holidays
Submitted by Oram & Kaylor on December 18th, 2025Season’s Greetings!
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2025 Recap and Planning Considerations
Submitted by Oram & Kaylor on December 4th, 20252025 has undoubtedly been an exciting ride for global financial markets. In this commentary, let’s take a look back at the standout trends, events, and market movements that have shaped the year so far. We’ll also highlight just how much the markets have fluctuated and share some practical, friendly year-end tax planning tips to help you make the most of your investments.
Examining Recent Market Volatility
Submitted by Oram & Kaylor on April 8th, 2025This past week has been an eventful one on Wall Street, with markets reacting sharply to news surrounding new tariffs and global trade tensions. It’s completely natural to feel a bit rattled when headlines are negative and the numbers on your screen are flashing red, but I want to share some context and perspective that may help you navigate this moment with confidence.
More name changes. Securities America to Osaic Wealth
Submitted by Oram & Kaylor on May 21st, 2024We just wanted to take a moment to explain another change headed your way.
Important 2023 Tax Info
Submitted by Oram & Kaylor on March 19th, 2024I trust this finds you well.
Transition from TD Ameritrade to Schwab
Submitted by Oram & Kaylor on August 18th, 2023Many of our clients have been receiving 'transition' information from both TD Ameritrade Instl and Charles Schwab. We realize that this may have caused some confusion in terms of how your account(s) will be handled going forward. For those clients with accounts at Orion Portfolio Solutions / TD Ameritrade Instl (custodian) this transition to Schwab is an acquisitio
Market Commentary for the week of June 5, 2023
Submitted by Oram & Kaylor on June 6th, 2023Persistent headwinds continue to cloud the global markets and have created a very narrow trading range. However; the markets have been resilient so far in 2023. The S&P500 is up double digits YTD.
Market Commentary for the week of 3/13/23
Submitted by Oram & Kaylor on March 14th, 2023ECONOMIC REVIEW1
Market Commentary for the week of February 13, 2023
Submitted by Oram & Kaylor on February 14th, 2023Historically speaking January usually sets the annual tone for the markets and so far that 'tone' has been a positive one. Markets will continue to digest many factors such as inflation, interest rates and global conflict so we are expecting continued volatility at least in the near term. The current market conditions make it hard for those of
Weekly Market Commentary for the Week of August 29, 2022
Submitted by Oram & Kaylor on August 30th, 2022ECONOMIC REVIEW1
