This week the Investment Office provides an overview of where we are with the markets, a reminder of the basic principles of investing, and suggested next steps. On the economic front, our Chief Economist, Jeanette Garretty, shares the recent article she published while discussing how much of what happened in Q1 is rolling into April and May. In addition, we expect the Federal Reserve to increase rates at the May 4 meeting by 50bps. Our Head of Wealth Planning, Mallon FitzPatrick, provides commentary on the benefits of loss harvesting and considering a Roth conversion.
