Market Insight

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    Thursday, October 23, 2025 Broadening the Rally

    September saw a meaningful expansion in market leadership, with emerging markets and U.S. small-cap equities stepping into the spotlight.

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    Wednesday, July 9, 2025 “One Big Beautiful Bill” Becomes a Reality

    Congress passed the “One Big Beautiful Bill” (OBBB), a sweeping piece of tax legislation extending many provisions from the 2017 Tax Cuts and Jobs Act (TCJA).

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    Thursday, May 8, 2025 Tariff Ripple Effects

    We are reminded of Newton’s third law: for every action, there is an equal and opposite reaction. The global economy is contending with a powerful new force: tariffs.

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    Thursday, February 6, 2025 Tariff Talk

    Although tariffs were absent from the flurry of executive orders in January, February brought new developments, with Canada, Mexico, and China now in the spotlight.

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    Wednesday, December 11, 2024 Post Election Investment Playbook

    Our outlook for the markets is broadly the same as it was before Donald Trump won the U.S. presidential election.

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    Friday, September 20, 2024 Elevator Going Down

    Earlier this week, the Fed announced a 50bps (basis points or 0.50%) reduction to the Fed Funds Rate, their key interest rate and primary lever for carrying out monetary policy.

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    Wednesday, December 4, 2024 Here to Stay

    The interesting journey of the Washington State Capital Gains Tax appears to have reached its final landing place.

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    Wednesday, September 11, 2024 Buckle Up

    After the latest debate, the U.S. presidential election cycle is in full swing.

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    Thursday, May 9, 2024 Washington State Capital Gains Tax Update & Initiative 2109

    It has now been over a year since the Washington Supreme Court upheld a law instituting a 7% tax on capital gains (i.e. profits) from the sale of assets (with some exceptions) exceeding $250,000.

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