Webinars

Proper tax planning when making your charitable gifts this season can decrease your tax burden & increase the amount of good you can do for your fellow humans.

Taxpayers can use year-end opportunities—like Roth conversions, charitable giving, and bracket management—to smooth taxes over time, protect against stealth taxes such as IRMAA and Social Security taxation, and ultimately reduce Uncle Sam’s share through deliberate, long-term strategy.

Doug Johnson and Dan Rinck highlight a resilient but unusual market, where strong earnings, solid GDP growth, and easing inflation coexist with speculative investor behavior and skepticism.

Markets rebounded strongly in 2025 after a rocky start, with equities, bonds, and gold all delivering solid gains, driven by resilient earnings, easing inflation, and investor risk appetite. While risks such as tariff uncertainty, labor market softening, and market concentration remain, HCM’s base-case outlook calls for a “soft landing” with steady growth, gradual Fed rate cuts, and continued, though potentially choppier, positive returns into year-end.

HCM's Vice President Casey Boland, Senior Investment Strategist Doug Johnson, CFA, and Investment Strategist Dan Rinck addressed recent geopolitical developments, market reactions, portfolio adjustments, and broader macroeconomic concerns, with a particular focus on the Israel-Iran conflict, U.S. market behavior, and HCM’s strategic responses.

Doug Johnson, CFA and Dan Rinck, research analyst, discuss GDP growth, Employment, and Earnings Updates, Market Recovery Post-Tariff Shock, and Historical Perspective