Read Our Newsletters
One Big Beautiful Bill Act
This newsletter breaks down the key tax and financial planning changes introduced in the recently signed One Big Beautiful Bill Act. We hope you find this useful.
Quarterly Economic Update Second Quarter 2025
Our latest quarterly review highlights key shifts in interest rates, inflation, and legislative updates, including the newly signed One Big Beautiful Bill Act, all of which may impact investor strategy in the months ahead. Read to learn more.
Keys to Weathering Market Volatility
We’re pleased to share our latest newsletter, Keys to Weathering Market Volatility. Inside, you’ll find valuable insights on maintaining a long-term investment strategy, managing emotional decision-making, and staying resilient amid market fluctuations. We hope you find it helpful.
1Q 2025 Economic Update
The enclosed Q1 Newsletter is a recap of the first three months of 2025. Since the writing of the newsletter, a lot has happened and market volatility has intensified! While more changes will probably occur, we can expect continued short-term uncertainty in the investment markets.
Traditional IRAs and Roths
Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients’ wealth, we take great satisfaction in helping them prepare for retirement. We also enjoy assisting parents and grandparents who wish to contribute to their loved ones’ futures by properly gifting funds to a retirement account, provided the recipient has earned income and qualifies. Funding retirement accounts at younger ages can significantly improve the chances of enjoying a comfortable financial situation during retirement.
Proactive Tax Planning for 2025
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful.
Q4 2024 Economic Update
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. Historically, equity markets have advanced in the fourth quarter and after a series of ups and downs, they finished ahead of where they started.
Welcome to 2025
Happy New Year and Welcome to 2025! We hope you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring.