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 7, 2025
Quick Takes The S&P 500 Index posted its worst weekly performance since September 2024, falling -3.1% last week. It...
Monthly Market Update – February 2025
Key Points TGINF Thank Goodness It’s Not February! U.S. stocks took a hit in February, with the S&P 500 Index dropping...
Weekly Market Update – February 28, 2025
Quick Takes President Donald Trump's tariff announcements, along with stubbornly high inflation data, and some growth...
Additional Content
New Tax Rule on Payment Apps Like Venmo and PayPal
Information has circulated the internet about payments made through mobile money applications such as Venmo, PayPal, Cash...
Building a Solid Foundation: Five Key Principles for Long-Term Investment Strategies
Investing for the long term is an excellent way to secure your financial future and build wealth. Whether you're new to...
Financial Planning for Life-Long Peace
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly...
7 Steps of the Financial Planning Process
The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on...
A deep breath before the election
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns....
Tax Loss Selling
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of...
Repairing Your Investment Portfolio Amid COVID-19
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh...
TRPG Digital Event: Coronavirus and Market Volatility
On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors....
Action Steps for you regarding the CARES Act
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with...
The Benefits of Estate Planning for New Parents
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst...
Always Tell Me the Odds
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with...
Planning for vacation? Don’t forget Estate Planning
Ahhh … vacation. Most of us work hard all year and look forward to getting away for a few days to unwind. To make the most...
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