Explore our Blogs and Market Updates
Stay in the know with our timely blog content covering everything from finding the right wealth manager to important IRS tax updates! Our Weekly and Monthly Market updates will keep you up to date on economic market trends.
Recent Market Updates
Weekly Market Update – December 13, 2024
Quick Takes It was a mixed week for the major U.S. stock indexes, with the S&P 500 Index snapping a three-week win...
Weekly Market Update – December 6, 2024
Quick Takes The economic highlight of the week was the November Employment Situation Report which showed nonfarm payrolls...
Monthly Market Update – November 2024
Key Points STRONGER THAN EXPECTED The Fed began a rate-cutting cycle in September but may need to recalibrate the pace and...
Additional Content
Peek Behind The Curtain
As we kick off 2024, it’s likely going to be another interesting year - elections, geopolitical issues, and investment...
Decoding IRS Changes: Form 1099-K
The Internal Revenue Service (IRS) has tweaked the rules for Form 1099-K, and here’s the scoop! This adjustment comes after...
Understanding Required Minimum Distributions (RMDs)
As you prepare for retirement, you may be wondering about the many financial decisions that come with this new stage of...
Trusts and Retirement Planning: Understanding Revocable vs Irrevocable Trusts
Trusts are a crucial estate planning tool that can help individuals protect and manage their assets during their lifetime...
Silicon Valley Bank Insolvency: What You Should Know
The recent news about the insolvency of Silicon Valley Bank (SVB) has sparked concerns and questions among investors and...
Maximizing Your Investment Returns: Understanding Tax-Loss Harvesting
Investing can be a great way to grow your wealth, but it can also come with tax liabilities. Fortunately, there are...
How to Make the Most Out of your Thrift Savings Plan
The Thrift Savings Plan (TSP) is an amazing opportunity for federal employees and uniformed service members to build a...
Money Market vs CD vs Savings Accounts: What Are The Best Cash Investment Options?
Are you looking to invest your cash but don't know where to start? Have you been trying to decide whether to invest in...
3 Key Areas for Investors To Focus on in 2023
I think we can all agree on one thing: investing is hard. Not necessarily in a physically painful way - like stepping on a...
Understanding the SECURE Act 2.0: How It Affects Your Retirement and Savings Plans
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on...
2023 Major Tax Changes, Tax Brackets Updates & More
This post represents 2023 taxes that will be filed in April of 2024. Preparing for 2023 means understanding all the...
Top 5 Financial Advice For High Earners – Avoid These Mistakes!
Making a considerable salary is a great achievement, but often the question at the back of most high earners’ minds is if...
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