Client's Corner by Nick Murray
AROUND THIS TIME IN 1992, A HITHERTO UNKNOWN political strategist was working hard to get his client, Arkansas governor Bill Clinton, elected president. James Carville observed that the governor was something of a policy wonk, inclined to give long, complex answers on any and every issue. Desperate to keep the campaign focused, Mr. Carville posited three critical themes he believed they should be relentlessly pounding away at. One of those themes went straight into American folklore—where it remains—as the admonition “It’s the economy, stupid.”
Although this may strike the reader as...
(click here to view the article).
All That Matters: What Did We Learn?
In our latest episode of All That Matters, Mike & Ross discuss what April's market volatility—and Warren Buffett's wisdom—can teach us about investing through uncertainty.
Click here to view their discussion.
Highlights of the 2025 House Tax & Budget Proposal
The first proposal to address the sunset of many of our current tax laws was released by the House Ways & Means Committee. While far from a final bill, we now know some of the priorities in Congress.
Odds & Ends
- With tax season over, if you’re like many Americans, you probably have years of official documents filed away that you no longer need. Keeping your records stored safely, where you and your loved ones can find them, can save you both time and frustration. The below article provides guidance on what documents you need to keep or shred.
(click Here to view the article) - In recent months, we've had occasion to revisit the long-term wisdom of simply staying the course -- of continuing to act on our plan instead of reacting to the markets. We shouldn't doubt that we'll get more opportunities to practice patience and discipline in the years to come. Successful investing, while always simple, is never easy. Perhaps you have a colleague or friend who perhaps did not fare as well during the recent "Tariff Tantrum", and who you feel might have benefited from the sort of advice you receive from our team. Should that be the case, we would certainly appreciate your introducing us. We enjoy working with you, and would welcome the opportunity to offer the same level of planning and service to people whom you care about!
The Boosel Ringwala Group at Baird
555 North Point Center E, Suite 500
Alpharetta, GA 30022
(678) 762-3000