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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…