Blog
2026 TAX DEVELOPMENTS
Savvy Americans are aware of the impact that taxes have on their wealth. Since July, we have known that the reduced federal income tax brackets
Category: Blog
Blog
THIRD QUARTER MARKET REVIEW
Equity markets extended their gains in the third quarter, propelling major US stocks indexes to new record highs along the way. Domestic stocks continued their
Blog
OWNING AI IN YOUR PORTFOLIO
Artificial Intelligence (AI) is one of the hottest topics in the investing world today, dominating headlines everywhere. There does not seem to be a week
Blog
2025 Midyear Review: Volatile Markets Reward Disciplined Investors
US equity markets took investors on a wild roller coaster ride in the first half of 2025 amid notable swings and upheavals precipitated by global
Blog
How Does the “One Big Beautiful Bill Act” Impact Your Financial Plan?
On July 4th one of the most anticipated pieces of tax legislation in recent years was signed into law by President Trump. Approaching 900 pages
Blog
Q1 2025 Market Review
In a reversal of a trend in recent years, more investors sought opportunities outside of the US and moved to International Equities in the first quarter of
Blog
Markets Look Forward. Investors Should Too.
Recent tariff announcements and activities have sent shockwaves through global investment markets, unnerving many investors and prompting sharp selloffs in equity markets around the world. Volatility, as measured
Blog
Understanding The Social Security Fairness Act
One of the cornerstones of American retirement got a slight facelift recently when Congress passed the Social Security Fairness Act and President Biden signed the
Blog
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to
Blog
What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor