
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 last-minute scrambler, getting organized now can save you time, stress, and possibly even…
3 min read · January 24, 2025
Insights
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Tax season is here, and whether you’re an early filer or a last-minute scrambler, getting organized now can save you time, stress, and possibly even…
3 min read · January 24, 2025

Welcome Back President Trump: Major Index Performances (as of Friday 2 pm): The Trump Rally Continues: Donald J. Trump was sworn in as President on…
3 min read · January 24, 2025

Navigating the intricacies of a fiduciary retirement plan can feel overwhelming. But with the right financial services and guidance, you can turn…
3 min read · January 22, 2025

Volatility is back: Major Index Performances (as of Friday Morning): News driven market movement: On Friday January 10th the stock market fell 1.5%…
3 min read · January 17, 2025

The beauty of The United States of America is defined by diverse landscapes, historical significance and cultural richness. We are and will always be the…
2 min read · January 17, 2025

Jobs, Jobs, Jobs Major Index Performances (as of Friday 1:00pm): S&P 500: The benchmark index dropped (-1.7%) Dow Jones Industrial Average: The Dow fell…
2 min read · January 10, 2025

The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are permitted to enroll as a business owner. However, another pause in…
4 min read · January 10, 2025

In December I wrote about the top five topics you don’t want to miss for 2024. Each year we talk about end of the year planning, and it is important that…
3 min read · January 10, 2025

Happy New Year! Major Index Performances (as of Thursday): January Barometer: The correlation between the market’s performance in January and the rest of…
3 min read · January 3, 2025

Happy New Year! Perhaps one of the most well-known traditions, millions of Americans celebrated the beginning of a new year with family and friends…
3 min read · January 3, 2025

Running a family-owned business comes with its own unique set of challenges, especially when it comes to preparing for the future. One of the most…
3 min read · December 31, 2024

Led Zeppelin needs little introduction. Most will recognize the lyrics of their anthemic song, “Stairway to Heaven.” There are few things that can help…
3 min read · December 27, 2024

The Santa Clause rally made one last push during this Holiday shortened week. Major Index Performances (as of Thursday): S&P 500 : The benchmark index…
2 min read · December 27, 2024

The Gift of Financial Planning: A Lesson from Christmas As the Christmas season envelops us in its warm embrace, it brings with it cherished traditions…
3 min read · December 20, 2024

The Federal Reserve cut interest rates by .25% on Wednesday of this week, however they indicated cuts in 2025 may be fewer than originally anticipated…
3 min read · December 20, 2024

In the wake of UnitedHealthcare CEO Brian Thompson’s death, several companies announced new changes, while others swiftly retracted proposed changes set…
2 min read · December 13, 2024

The Nasdaq crossed 20,000 for the first time but was not able to sustain above the threshold. Major Index Performances (as of Thursday): S&P 500 : The…
2 min read · December 13, 2024

The Nasdaq is leading the market this week Major Index Performances (as of Wed): President Trump unleashes the Animal Spirits: Reaction to…
2 min read · December 6, 2024

On December 3, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction, effectively halting the Corporate…
2 min read · December 6, 2024

It’s hard to believe we’re in the final month of 2024, each year seems to move just a little faster than the last. Perhaps this is a sign of age!…
3 min read · December 6, 2024

. The shortened holiday trading week has not slowed the volatility of the market. Major Index Performances (as of Wednesday 1:00 pm): S&P 500 : The…
1 min read · November 29, 2024

It’s that time of year again, gathering with family and friends while indulging in family Thanksgiving recipes. Of course, all of this leads to that…
3 min read · November 29, 2024

8 miles of constant running, primarily sprinting. 90 minutes of action separated only by a short halftime. Round ball. Cleats. Uniform. Hours of…
4 min read · November 22, 2024

It looks like the “Trump Trade” is continuing as the market shook off last week’s decline to post another solid performance. Major Index Performances (as…
2 min read · November 22, 2024