In the first quarter of 2025, the Trump administration implemented dramatic shifts in foreign policy, trade policy, and executive power.…
As we move into 2025, it’s essential to stay informed about changes in tax rates, schedules, and financial contribution limits.…
Last year was a banner year for stocks but not bonds. The S&P 500 ended the year up 25%, while…
March 2024 Market Recap Stocks continued to surge in March with all three major indexes setting new record highs. Strong…
The Challenge The idea of so‐called Smooth‐Ride strategies is to deliver competitive long‐run returns relative to fixed‐mixed allocations but with…
In the second quarter, we witnessed several events which were in large part expected by most market participants, including the…
04/05/2023 Stocks retreated in March as investor confidence sank following a handful of major shakeups in the banking sector. These…
From a young age, the way you handle money, and the messages you send to your children, are shaping their relationship with money.
Armageddon…NOT! 10/06/2022 This quarter, NASA’s DART program successfully redirected an asteroid setting the stage to protect the earth from…
Tax-loss harvesting is a strategy that is designed to effectively use losses in your non-retirement portfolio to increase the overall tax efficiency of your financial plan.