Women & Wealth: Expect the Unexpected
The time is now to take control of your finances. A life-changing event will not wait until we are prepared. Women have long faced unique challenges compared to those faced by men. Job loss, health issues, financial responsibilities for relatives – these challenges are gender-agnostic. Yet study after study and countless personal experiences tell the…
Read MoreWeekly Market Insights 11.04.24
A Big Week in China—a Bigger One in the U.S. Financial Markets United States equity markets were volatile this past week, and for good reason–the long-awaited presidential election will occur tomorrow. Volatility was the name of the game, and it was somewhat expected, although, as we and many other observers have pointed out, economic indicators suggest…
Read More1919 Investment Counsel Recognized by Forbes as Top RIA Firm
We are proud to announce we have been recognized by Forbes as one of America’s Top RIA firms for 2024. The Forbes 2024 Top RIA Firms List, developed by SHOOK Research, recognizes the top 250 registered investment advisors (RIAs) in the U.S. based on both qualitative and quantitative factors. The rigorous selection process involves an…
Read MoreYear-End Planning Checklist
As the holiday season approaches, now is the perfect time to review your finances and make any necessary adjustments before the new year. Year-end planning not only helps optimize your tax situation, but also ensures you’re prepared for potential changes in tax laws and financial goals. Whether it’s making charitable donations, maximizing your retirement contributions,…
Read MoreWeekly Market Insights 10.28.24
A Leader Who Doesn’t Know It! Financial Markets U.S. equity markets snapped a six-week winning streak, finishing the week lower. Certainly, earnings season angst contributed to the weakness, but for the first time in a while, investors were concerned about rising interest rates and the possibility of a less accommodative Fed. There are several reasons…
Read MoreThe Corporate Transparency Act: What to Know if You Have an LLC or Limited Partnership
Many of our clients have Limited Partnerships or LLCs that they use for a variety of purposes, such as to hold a family beach house, to conduct a small business or manage a pool of securities. All of these types of closely-held business entities are subject to a new reporting regime known as the Corporate…
Read MoreWeekly Market Insights 10.14.24
The Sun Also Rises! Financial Markets This past week was an excellent one for equity markets and investors. The S&P 500 set a new high, and the other major equity indices also advanced. Some may be surprised to learn that the reason we borrowed Hemingway’s famous title is not because of recent market gains. But…
Read MoreInvestment Review & Outlook – October 2024
Key Takeaways US economic growth remains resilient and a recession seems unlikely in the near-term, although geopolitical concerns and pockets of weakness within the retail and manufacturing sectors suggest areas of softness are emerging. The equity market broadened in the recent quarter, with small and mid-cap company stocks outperforming their large-cap brethren. The Federal Reserve’s…
Read MoreWeekly Market Insights 10.07.24
Economic Statistics Bolster Confidence! Financial Markets Last week proved to be a big confidence builder for the U.S. economy. Friday’s job numbers provided investors with a strong sense that the Federal Reserve’s efforts are working and that a soft landing is becoming even more likely. As you will note from the table below, markets didn’t break…
Read More1919 Investment Counsel Recognized by Barron’s as Top 100 RIA Firm
We are proud to announce that we have been named to the Barron’s Top 100 RIA Firms list for the fifth consecutive year. Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. This year, 1919 advances to a ranking of…
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