Weekly Market Update – August 1, 2025
Quick Takes Friday was the worst day, and concluded the worst week, for Wall Street since late May, as investors sold stocks following a combination of trade developments and weak jobs data. The S&P 500 Index was down -2.5% and the small cap Russell 2000 Index...
Weekly Market Update – July 25, 2025
Quick Takes Strong corporate earnings and favorable trade deals set a positive tone for investors throughout the week and propelled stocks to more record highs. The S&P 500 and Nasdaq Composite closed at record highs again. For the week, the S&P was up +1.5%,...
Weekly Market Update – July 18, 2025
Quick Takes Solid earnings reports, encouraging economic data, and robust retail sales fueled further all-time highs for the S&P 500 and Nasdaq Composite. For the week, the S&P was up +0.6%, the Nasdaq closed +1.5% higher, and the small-cap Russell 2000 Index...
How to Protect Your Finances from Scams, Fraud, and the Unexpected
When most people think about protecting their finances, they picture strong passwords, antivirus software, or keeping a close eye on account activity. But some of the most powerful safeguards aren’t digital, they’re human. Financial scams are becoming...
What Missouri’s Capital Gains Tax Repeal Means for You
Whether you’re a long-time investor, business owner, or someone thinking about selling a property next year, there’s a big update on the tax front for Missourians. In July 2025, Missouri made a historic move: Governor Mike Kehoe signed House Bill 594 into law,...
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...