-
Macroeconomic Update: Growth Remains Resilient as Inflation Simmers
Read more: Macroeconomic Update: Growth Remains Resilient as Inflation SimmersReal GDP increased at an annualized rate of 2.2% (3rd estimate) in the second quarter of 2026, following revised growth of 2.5% in the first…
-
Financial Planning Corner: The Power of Three
Read more: Financial Planning Corner: The Power of ThreeDuring their working years, many people focus only on what they are saving and how it…
-
2025: The Year of Extreme Volatility, More in 2026?
Read more: 2025: The Year of Extreme Volatility, More in 2026?As 2025 began, the S&P 500 was on the heels of its strongest back-to-back yearly performance…
-
Macroeconomic Update: Growth Surprised to the Upside
Read more: Macroeconomic Update: Growth Surprised to the UpsideAfter the government shutdown in Q4 2025 delayed the release of several economic data points, we…
-
Markets – 4th Quarter, 2025
Read more: Markets – 4th Quarter, 2025Globally, it was a risk-on rally throughout the year, with foreign equity leading the way due…
-
Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Read more: Financial Planning Corner: Updated Tax Benefits of Charitable GivingBeginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill…
-
Markets Climb the Wall of Worry, but What’s Next?
Read more: Markets Climb the Wall of Worry, but What’s Next?Following a volatile first half of the year due to policy uncertainty, the financial markets and…
-
Macroeconomic Update: Rates Down, Inflation Up
Read more: Macroeconomic Update: Rates Down, Inflation UpGDP for Q2 2025 was a resurgent +3.8% (as of the 3rd estimate) after a revised…
-
Markets – 3rd Quarter, 2025
Read more: Markets – 3rd Quarter, 2025Global equity markets continued to set all-time highs throughout the quarter, illustrating the importance of staying…
-
Financial Planning Corner: Year-End Tax Planning Is a Must
Read more: Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025,…