Monthly Market Update – December 2025
STOCKS AND BONDS END A VOLATILE 2025 ON STRONG FOOTING Despite tariff scares, rate-cut uncertainty, and a historic government shutdown, global markets powered higher in 2025—rewarding diversified investors and setting the stage for a cautiously optimistic 2026. Key...
Weekly Market Update – January 2, 2026
Quick Takes Wall Street closed out the first trading day of 2026 with weekly losses. The S&P 500 and the small-cap Russell 2000 Index were both down -1.0% for the week, while the tech-heavy Nasdaq Composite Index fell -1.5%. But non-US stocks saw gains, led by...
Succession Planning for Small Business Owners
Running a small business often means juggling immediate needs while keeping an eye on the future. Many owners intend to slow down one day, pass the company to someone they trust, or prepare for an eventual sale, but the actual transition can feel challenging to plan...
Weekly Market Update – December 26, 2025
Quick Takes In light trading, stocks advanced during the holiday-shortened week. The S&P 500 gained +1.4% and set new record highs on Tuesday and Wednesday. The tech-heavy Nasdaq Composite and small-cap Russell 2000 gained +1.2% and +0.2%, respectively. Bond...
Weekly Market Update – December 19, 2025
Quick Takes A late-week rally helped lift the S&P 500 to a slight weekly gain of +0.1%, leaving it just 1% away from its all-time high. The tech-heavy Nasdaq Composite led US equity indices with a +0.5% gain, while the small-cap Russell 2000 lagged with a -0.9%...
Understanding Tax Projections
Tax projections are one part of tax planning for retirement and can support decisions that shape your broader financial picture. Instead of waiting for surprises during tax season, a projection gives you an estimate of your upcoming tax liability based on the income...
Tax Planning for Retirement
Taxes look different once you step into retirement. Your income comes from new places, bracket thresholds feel less predictable, and financial decisions can have ripple effects across several years. Understanding how taxes work in retirement can help you feel more...
Weekly Market Update – December 12, 2025
Quick Takes Friday’s AI-led selloff left the S&P 500 and Nasdaq negative for the week. However, the small-cap Russell 2000 and non-US stocks bucked the trend and advanced for the week. Still, the S&P and Russell both set new all-time highs on Thursday, the...