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  • Macroeconomic Update: Growth Surprised to the Upside
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Growth Surprised to the Upside

    January 8, 2026

    After the government shutdown in Q4 2025 delayed the release of several economic data points, we now know real Q3 2025 GDP growth was stronger…

    Read more: Macroeconomic Update: Growth Surprised to the Upside
  • Estate Planning
  • Financial Planning
  • Fraud Prevention
  • Insurance
  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
  • Social Security
  • Tax Planning
  • Uncategorized
  • Where Do We Go from Here?
    Macroeconomics, Markets Update, Quarterly Commentary

    Where Do We Go from Here?

    July 9, 2025

    The second quarter started with a BANG as extreme volatility took hold in response to the Liberation…

    Read more: Where Do We Go from Here?
  • The Global Economy: Shrouded in Uncertainties and Tariffs
    Macroeconomics, Markets Update, Quarterly Commentary

    The Global Economy: Shrouded in Uncertainties and Tariffs

    April 9, 2025

    President Trump started his second term with a barrage of executive orders (over 100 since the…

    Read more: The Global Economy: Shrouded in Uncertainties and Tariffs
  • Macroeconomic Update: Reduced Visibility Ahead
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Reduced Visibility Ahead

    April 9, 2025

    Entering 2025, we questioned whether the economy could continue to be resilient or if we were…

    Read more: Macroeconomic Update: Reduced Visibility Ahead
  • Markets – 1st Quarter, 2025
    Markets Update, Quarterly Commentary

    Markets – 1st Quarter, 2025

    April 9, 2025

    As a result of the current economic uncertainty, U.S. equity markets experienced their worst quarter since…

    Read more: Markets – 1st Quarter, 2025
  • Financial Planning Corner: Planning for Uncertainty
    Financial Planning, Quarterly Commentary

    Financial Planning Corner: Planning for Uncertainty

    April 9, 2025

    Uncertainty has been a consistent theme during the first quarter of 2025. The current economic environment…

    Read more: Financial Planning Corner: Planning for Uncertainty
  • U.S. Economic Growth Continues but Uncertainties Remain
    Macroeconomics, Markets Update, Quarterly Commentary

    U.S. Economic Growth Continues but Uncertainties Remain

    January 22, 2025

    The dawn of 2024 started with tremendous uncertainty. An economic recession was nearly a foregone conclusion,…

    Read more: U.S. Economic Growth Continues but Uncertainties Remain
  • Macroeconomic Update: Inflation, the Great Unknown
    Macroeconomics, Quarterly Commentary

    Macroeconomic Update: Inflation, the Great Unknown

    January 22, 2025

    What will the economy look like in 2025? That is the great question that faces us.…

    Read more: Macroeconomic Update: Inflation, the Great Unknown
  • Markets – 4th Quarter, 2024
    Markets Update, Quarterly Commentary

    Markets – 4th Quarter, 2024

    January 22, 2025

    U.S. equity markets had another strong year, even though equity markets sold off about 10% from…

    Read more: Markets – 4th Quarter, 2024
  • Financial Planning Corner: Planning Never Stops
    Financial Planning, Insurance, Quarterly Commentary

    Financial Planning Corner: Planning Never Stops

    January 22, 2025

    We regularly discuss the importance of a comprehensive Financial Plan with clients and prospective clients. No…

    Read more: Financial Planning Corner: Planning Never Stops
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