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Q1 2026 Tax Report: Helpful Information
Helpful Information for Filing 2025 Income Taxes and Proactive Tax Planning for 2026. Click below to read more...Q1 2026 Tax Report: Helpful Information
Read MoreEconomic Update Q4 2025
Equity markets closed out the fourth quarter of 2025 on a strong note, buoyed by an interest rate cut from the Federal Reserve in December. Delighting investors, 2025 marked the third consecutive year in which equities delivered...
Read MoreWelcome to 2026
Happy New Year and welcome to 2026!We hope you and your loved ones enjoyed a wonderful holiday season. We are excited to see what the new year will bring.The year 2025 was filled with many significant events, from ushering in a new...
Read MoreEconomic Update Q3 2025
Resilience illustrates the ability to withstand challenges or recover quickly from difficult conditions. Resilience can also be used to describe U.S. equity performance over the past year—including the third quarter, as markets surged...
Read More2025 Year End Tax Planning
As you probably know, 2025 has brought significant changes to the tax code. The One Big Beautiful Bill Act (OBBBA) brought many new tax law changes that commence this year as well as made permanent many of the 2017 Tax Cuts and Jobs...
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Decoding the One Big Beautiful Bill Act
On July 4, 2025, President Trump signed a new bill that will change financial planning for millions of Americans. Referred to as the “One Big Beautiful Bill Act (OBBBA)”, this complex bill includes a myriad of tax issues over hundreds...
Read MoreEconomic Update Q2 2025
Almost every investor has heard the saying, “equities are for long-term investors.” This philosophy was reinforced in the first half of 2025, which witnessed significant and historical changes in equity movements. Click below to read...
Read MoreKeys to Weathering Market Volatility
The recent turbulence in the stock market may be causing concern among novice investors, but experienced investors understand that what we have seen so far this year is not earth shattering. Click below to read further...Keys to...
Read MoreEconomic Update Q1 2025
Most analysts did not anticipate the volatility that investors would face in the first quarter of 2025. The equity markets started the quarter with strong momentum, buoyed by President Trump's return to leadership of the world's...
Read MoreEconomic Update Q4 2024
2024 was another strong year for equity investors. While not as good as the year’s first three quarters, the fourth quarter still finished with positive returns, more record highs, and an optimistic outlook toward 2025. Economic Update...
Read MoreWelcome to 2025
Happy New Year and welcome to 2025! We hope you and your family had an enjoyable holiday season. We are excited to see what the new year will bring. Welcome to 2025
Read MorePolitics and Investing
It would be safe to say that this election season intensified emotions and left many investors uncertain of how the results could impact equity markets and their investments. Politics and Investing 2024
Read MoreEconomic Update Q3 2024
If you heard that the war in Ukraine would continue, unrest would heighten in the Middle East, a former President would be shot during a contentious Presidential election season, and the Federal deficit would reach an all-time high,...
Read MoreUnderstanding Volatility
Investors typically include equities in their long-term plans with the expectation of generating a positive return. Historically, over longer periods of time, this strategy has helped many investors achieve their desired goals.
Read MoreEconomic Update Q2 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates.
Read MoreCommon Investing Mistakes to Avoid
Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into. One of our goals as financial professionals is to help clients avoid these pitfalls, which could be very costly.
Read MoreEconomic Update Q1 2024
The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Fed
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