Matt's Desk

Matthew Lusins 12/1/24 Matthew Lusins 12/1/24

November 2024 Market Performance

Matthew Lusins 11/15/24 Matthew Lusins 11/15/24

The Election significantly reduced—but did not entirely eliminate—uncertainty surrounding tax and estate planning beyond 2025.

Matthew Lusins 11/8/24 Matthew Lusins 11/8/24

A good list of interview questions to ask a wealth manager, from the CFA Institute.

Matthew Lusins 11/4/24 Matthew Lusins 11/4/24

Matthew Lusins 10/17/24 Matthew Lusins 10/17/24

An article discussing the historical home price appreciation of Jackson Hole residential real estate and comparing it against the S&P 500.

Matthew Lusins 10/11/24 Matthew Lusins 10/11/24

Matthew Lusins 9/18/24 Matthew Lusins 9/18/24

What market history tells us about investing at all-time highs.

Matthew Lusins 8/13/24 Matthew Lusins 8/13/24

Matthew Lusins 8/1/24 Matthew Lusins 8/1/24

Matthew Lusins 7/15/24 Matthew Lusins 7/15/24

Matthew Lusins 6/10/24 Matthew Lusins 6/10/24

Read our May 2024 Market Review

Matthew Lusins 5/21/24 Matthew Lusins 5/21/24

Matthew Lusins 5/14/24 Matthew Lusins 5/14/24