How to Choose the Right Power of Attorney
When it comes to estate planning, few decisions feel as personal or as important as choosing your Power of Attorney (POA). A Power of Attorney is a legal document that gives someone you trust the authority to act on your behalf if you’re ever unable to make...
Estate Planning for Digital Assets
Think about the online accounts you use daily: banking apps, email, social media, cloud storage, photo libraries, and even cryptocurrency wallets. These digital assets don’t vanish when we pass away, and without proper planning, they can create confusion,...
Weekly Market Update – July 11, 2025
Quick Takes The White House spent much of last week sending out letters to trading partners with newly set tariff rates that ranged as high as 50%. Unlike the dramatic tariff-induced losses in early April, the markets last week largely shrugged off this round of...
The One Big Beautiful Bill Act: What It Means for You
The newly enacted One Big Beautiful Bill Act includes a wide range of financial reforms, many of which have been covered through a political lens. But for investors, retirees, and business owners, the most important changes are in the technical details. In this post,...
Monthly Market Update – June 2025
Key Takeaways STOCKS RALLY DESPITE LINGERING CONCERNS The second quarter began with market turmoil due to tariff fears but ended with a historic rally, as the S&P 500 surged nearly +25% from its April low. Despite lingering tariff uncertainty and geopolitical...
Weekly Market Update – July 3, 2025
Quick Takes It was a short week, with markets closed early on Thursday and all day on Friday in observation of the Independence Day holiday. Even so, the S&P 500 and Nasdaq Composite Indexes hit three new all-time highs during the week (Monday, Wednesday, and...
Do I Need a Will, a Trust, or Both?
You’ve checked the box. Maybe years ago, maybe recently, you created a will. That’s a big step. But if you’re like many people we talk to, you might still be wondering: ‘Is a will enough to protect my family, or should I also have a...
Weekly Market Update – June 27, 2025
Quick Takes Wall Street had its best week since mid-May and the fourth best week of the year, with the S&P 500 Index and Nasdaq Composite Index both closing at all-time highs. For the week, the S&P 500 climbed +3.4% and the tech-heavy Nasdaq Composite jumped...