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
Monthly Market Update – October 2024
Key Points STREAKS ARE OVER - October saw the end of a five-month winning streak for U.S. stocks, an end to a five-month...
Weekly Market Update – November 8, 2024
Quick Takes A quick and decisive victory by President-elect Donald Trump fueled a strong rally for U.S. stock last week....
Weekly Market Update – November 1, 2024
Quick Takes Weakening labor data and skepticism about artificial intelligence (AI) capital expenditures resulted in a...
Additional Content
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...
A Solid Home Needs a Solid Foundation
No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It...
Do you want a quarter inch drill bit or a quarter inch hole?
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few...
6 Steps to Becoming Financially Organized
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them...
The Neglected HSA
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look...
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