WESCAP Q1 2026 Commentary: Geopolitical Conflict and the Energy Supply Shock
Up through the start of the Iran conflict in late February, inflation had been falling and investment markets rising. However, the conflict and the closure of the Strait of Hormuz changed economic and investment conditions. As close to 20% of world oil shipments go through this strait, as does much fertilizer and liquefied natural gas (LNG), global prices have risen on many products, and global growth is expected to slow.
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WESCAP Q4 2025 Quarterly Commentary: Global Strength and the Productivity Pivot
Portfolio results for the last quarter of 2025 were strong, with most investment categories posting positive returns. Exceptions included long-term bonds and real estate securities, as they were adversely affected by a rise in long-term interest rates.
(more…)Read MoreYear-End 2025 Planning Opportunity Checklist
As 2025 comes to a close, now is an ideal time to review your year-end tax strategies and plan ahead for 2026. Below is a checklist of key items to consider before year end:
(more…)Read MoreNew Strategy to Sell Stocks—Without Actually Selling or Paying Taxes
Use of retirement plans, 1031 and 1035 tax-free exchanges are all well-known strategies to avoid or defer capital gains when selling assets. However, our focus is on a newer strategy that focuses on marketable stocks and Exchange Traded Funds (ETFs).
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