When Strong Markets Change More Than Your Returns
Strong markets have a way of changing financial plans — often without much notice. The past few years have helped many portfolios grow, in some cases faster than expected. What’s […]
How Tax Overlay Strategies Work
When people think about investment performance, the focus is usually on market returns.But one factor that often gets overlooked — and can quietly reduce your wealth — is taxes. Every […]
5 Smart Moves to Make in a Volatile Market
While periods of market volatility may bring challenges, they may also present opportunities. Taking a measured approach can help align your financial strategy with today’s conditions — while keeping long-term […]
Which is Sturdier – A Three-Legged Stool or a Four-Legged Chair?
Four-Factor Investing: Quality, Value, Momentum, and Size Recently, we streamlined and enhanced our core investing strategy and moved from a three-legged stool to a four-legged chair. And, while we can make no […]
Q4 2024 Market Commentary
This report features world capital market performance and a timeline of events for the past quarter. It includes a global overview, as well as features the returns of stock and bond […]
The Wealth Advantage: Your Guide to Market Dynamics – Episode 1
Welcome to the first episode of The Wealth Advantage: Your Guide to Market Dynamics, our new quarterly video series designed to keep you informed about market trends and financial strategies. In […]
Maximizing Wealth Through Tax Management and Portfolio Rebalancing
Tax management and portfolio rebalancing are two essential strategies for optimizing investment performance and achieving financial goals. Whether through mitigating tax liabilities or maintaining target asset allocations, these approaches work […]
Case Study: Supporting a Company Through ESOP Liquidation and Private Equity Transition
Client Situation Resolute, a trusted financial advisor, was approached by a long-standing client-a local company for which Resolute provided fiduciary services and managed employee enrollment in the company’s 401(k) plan. […]
Investing After Retirement: Why it Pays to Have a Strategy
Leaving the working world behind requires a different mindset, especially when it comes to investing after retirement. Instead of focusing solely on building wealth, the priority shifts to managing how […]
Investing in Stocks and ETFs through Separately Managed Accounts
Learn the Benefits of Using SMAs to Customize Your Portfolio In this second installment in our Investment Strategy Series, we’re going to examine another facet of our streamlined and enhanced investing […]