In This Issue: After Taxes Ready to maximize your 2025? Let’s start by taking a peek at your 2024 taxes. Go ahead and upload a copy of your 2024 tax return to your client portal—it’ll help us spot any tax planning moves that could work in your favor this year. We achieve the best results when…
In This Issue: Market Volatility is Back We understand that recent stock market volatility can be concerning. It’s important to maintain perspective during these times. To help with this, we’ve included a few charts from our friends at First Trust, illustrating historical stock market performance through various major events and crises. We believe this historical…
In This Issue: 2024 Tax Information! Upcoming Events Market Update As of January 31, 2024 Our Thoughts on Taxes… At Kaiyo, we believe taxes are a crucial part of your financial picture, but they shouldn’t dictate every move. We adhere to a few core principles:
In This Issue: 2024 Tax Information! Municipal Bond Investing with Seabird Investment Partners Please enjoy this short clip of Arch Peregoff from Seabird Investment Partners discussing some of the advantages of being multi-disciplinary in the fixed-income market. Click here for the entire interview and here for their Q1 2025 memo. Advisors Out & About Connecting with colleagues at…