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 – March 21, 2025
Quick Takes The major U.S. equity indices all snapped four-week losing streaks. The S&P 500 Index increased +0.5%, the...
Weekly Market Update – March 14, 2025
Quick Takes The S&P 500 Index started the week with its worst day of the year and finished the week with the best day...
Weekly Market Update – March 7, 2025
Quick Takes The S&P 500 Index posted its worst weekly performance since September 2024, falling -3.1% last week. It...
Additional Content
The Estate Planning Process Made Simple
When it comes to estate planning, the process can feel overwhelming. There are legal documents to draft, financial...
The Essential Estate Planning Documents You Need to Know
Estate planning isn't just about passing down assets; it's about making sure your wishes are honored and your loved ones...
Tariffs Explained
Tariffs—the taxes countries impose on imported goods—are without a doubt a hot-button issue. Some might say it's a nuclear...
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...
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