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  • Geopolitical Events Move Quickly
    Macroeconomics, Quarterly Commentary

    Geopolitical Events Move Quickly

    April 9, 2026

    Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year started on a strong note,…

    Read more: Geopolitical Events Move Quickly
  • Estate Planning
  • Financial Planning
  • Fraud Prevention
  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
  • Social Security
  • Tax Planning
  • Uncategorized
  • Markets – 4th Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2023

    January 18, 2024

    The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it…

    Read more: Markets – 4th Quarter, 2023
  • Financial Planning Corner: Only Two Years Remain!
    Financial Planning, Quarterly Commentary, Tax Planning

    Financial Planning Corner: Only Two Years Remain!

    January 17, 2024

    Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set…

    Read more: Financial Planning Corner: Only Two Years Remain!
  • Is this time different?
    Macroeconomics, Markets Update, Quarterly Commentary

    Is this time different?

    October 12, 2023

    The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in…

    Read more: Is this time different?
  • Macroeconomic Update: Surprise, Surprise, Surprise
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Surprise, Surprise, Surprise

    October 12, 2023

    When it comes to economic data in 2023, upside surprises have been the name of the…

    Read more: Macroeconomic Update: Surprise, Surprise, Surprise
  • Markets – 3rd Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 3rd Quarter, 2023

    October 12, 2023

    Market participants went into the third quarter increasingly confident that a recession was off the table,…

    Read more: Markets – 3rd Quarter, 2023
  • Financial Planning Corner: But I Won’t Live that Long…
    Financial Planning, Insurance, Quarterly Commentary

    Financial Planning Corner: But I Won’t Live that Long…

    October 12, 2023

    The average U.S. life expectancy is now around 80 years. We hear this statistic all the…

    Read more: Financial Planning Corner: But I Won’t Live that Long…
  • Resiliency Reigns…For Now
    Macroeconomics, Quarterly Commentary

    Resiliency Reigns…For Now

    July 21, 2023

    The arduous road to stable prices from high inflation and the threat of a U.S. recession…

    Read more: Resiliency Reigns…For Now
  • Markets – 2nd Quarter, 2023
    Markets Update, Quarterly Commentary

    Markets – 2nd Quarter, 2023

    July 21, 2023

    The Federal Reserve remains committed to bringing down inflation. With strong job numbers and inflation that…

    Read more: Markets – 2nd Quarter, 2023
  • Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
    Estate Planning, Financial Planning, Quarterly Commentary

    Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?

    May 4, 2023

    For many, the decision on a primary beneficiary is straightforward. It is a person with whom…

    Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
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