Ashley Kulju

2023 Year-End Financial Planning Strategies
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Dear Clients, Friends, and Colleagues, As we approach the end of 2023, it is important to review year-end financial strategies and complete them prior to December 31, 2023, if applicable. Year-End Strategies Offset Capital Gains – identify opportunities to harvest...
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Recap of Q3 2023: Bad News Bears
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During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q2 2023 Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q1 2023 Market Commentary & Outlook
During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q3 2022 Market Commentary & Outlook
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During the weeks following this year’s summer solstice (occurring in 2022 on June 21st, at 5:14 AM Eastern Daylight Time), financial market participants began to entertain the notion that the Federal Reserve might be seriously considering a late-2022 or early-2023 rotation...
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Q2 2022 Market Commentary & Outlook
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Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927-1996): “You have to love a Nation that celebrates its Independence every July 4...with family picnics where kids throw Frisbees, the potato salad gets iffy,...
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Q1 2022 Market Commentary & Outlook
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With the unfolding of the Russo-Ukrainian crisis; the commencement of monetary policy interest rate tightening by the Federal Reserve; widespread concerns over shortage-induced price increases for energy and food; and further Covid-related lockdowns and restrictions in China, the month of...
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Q3 2021 Market Commentary & Outlook
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In financial markets, October often contains consequential elements of transformation, passage, and change, with its four weeks ranking only ninth out of 12 months in the S&P 500 index’s average percent change (with a gain of +0.4%) over the years...
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