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Market Update, February 21, 2025
Is the Economy Slowing? Major Index Performances (as of Close Thursday): Walmart’s…
Cash Positions In The Portfolio
We’ve all heard the saying, “Cash is King” and with the rise…
Market Update – February 14, 2025
Happy Valentines Day: Major Index Performances (as of Close Thursday): Inflation Reports: …
Market Update – February 7, 2025
Inflation fears resurface: Major Index Performances (as of Friday 2:pm): Friday the…
The Super Bowl – An Economic Powerhouse
It’s time for the unofficial holiday in which the US will consume…
What Once Was
Phil, Roger, and I had a conversation in the OmniStar kitchen a…
Market Update – January 31, 2025
New Kid on the Block: Major Index Performances (as of close Thursday): …
Market Update – January 24, 2025
Welcome Back President Trump: Major Index Performances (as of Friday 2 pm):…
Top 5 Things You Should Be Doing Now To Prepare for Tax Filing Season
Tax season is here, and whether you’re an early filer or a…
Leveraging Financial Services to Enhance Your Fiduciary Retirement Plan: Expert Insights
Navigating the intricacies of a fiduciary retirement plan can feel overwhelming. But…
DEI (Doesn’t Equal Intellect)
The beauty of The United States of America is defined by diverse…
Market Update – January 17, 2025
Volatility is back: Major Index Performances (as of Friday Morning): News driven…
Planning for 2025
In December I wrote about the top five topics you don’t want…
What You Need to Know About the Recent BOI Reporting Requirements Pause
The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are…
Market Update – January 10, 2025
Jobs, Jobs, Jobs Major Index Performances (as of Friday 1:00pm): S&P 500:…
Market Minute – January 3, 2025
Happy New Year! Major Index Performances (as of Thursday): January Barometer: The…
New Year Meals and Resolutions
Happy New Year! Perhaps one of the most well-known traditions, millions of…
Business Succession Planning for Family-Owned Businesses: Balancing Family and Financial Goals
Running a family-owned business comes with its own unique set of challenges,…
A Take on Zepplin’s, “Stairway to Heaven”
Led Zeppelin needs little introduction. Most will recognize the lyrics of their…
Market Update – December 27, 2024
The Santa Clause rally made one last push during this Holiday shortened…
Market Outlook – December 20, 2024
The Federal Reserve cut interest rates by .25% on Wednesday of this…
The Gift of Financial Planning: A Lesson From Christmas
The Gift of Financial Planning: A Lesson from Christmas As the Christmas…
Market Update – December 13, 2024
The Nasdaq crossed 20,000 for the first time but was not able…
Violence is Not a Voice
In the wake of UnitedHealthcare CEO Brian Thompson’s death, several companies announced…
