Explore our Blogs and Market Updates
Stay in the know with our timely blog content covering everything from finding the right wealth manager to important IRS tax updates! Our Weekly and Monthly Market updates will keep you up to date on economic market trends.
Recent Market Updates
Weekly Market Update – March 08, 2024
Quick Takes The S&P 500 posted just its third weekly decline since late October, with a mild -0.3% loss. The Nasdaq,...
Weekly Market Update – March 01, 2024
Quick Takes The continued frenzy in artificial intelligence stocks helped propel the Nasdaq Composite index to a...
Weekly Market Update – February 23, 2024
Quick Takes Nvidia Corporation reported strong quarterly revenue and earnings that topped Wall Street estimates after...
Additional Content
2022 Year-End Tax Planning for Individuals
The tax picture for 2022 looks a little different than 2021. On top of several of the COVID-related tax provisions having...
2022 Tax Planning: Charitable Giving
With the end of the year comes preparation for taxes. You probably know that you can get an income tax deduction for a gift...
2022 Year-End Tax Planning for Businesses
The tax picture for 2022 looks a little different than in 2021. On top of several of the COVID-related tax provisions...
10 Important Questions to Ask a Financial Advisor
Are you contemplating getting a financial advisor? Before you take the plunge, it's important to ask the right questions to...
Unlocking the Benefits of an HSA in Retirement
Retirement is a time when we start paying closer attention to our finances. And when it comes to planning for medical...
The Ultimate Guide to 529 Plans
As a parent, you undoubtedly want the best for your child, and investing in their education is a crucial step towards...
Maximizing Your Retirement with the Thrift Savings Plan
The Thrift Savings Plan (TSP) is a retirement savings and investment plan exclusively available to federal employees and...
Should I File An Income Tax Extension?
Tax season is upon us, and with it comes the stress of filing your taxes on time. For many, filing an income tax extension...
Money – A Taboo Topic
Money was a taboo topic in my house growing up. It was just something we never talked about, and as I've matured, I've...
My First Investment
At age 23, I made my first investment that would change my career trajectory in the MLS. My professional career started...
New Tax Rule on Payment Apps Like Venmo and PayPal
Information has circulated the internet about payments made through mobile money applications such as Venmo, PayPal, Cash...
Building a Solid Foundation: Five Key Principles for Long-Term Investment Strategies
Investing for the long term is an excellent way to secure your financial future and build wealth. Whether you're new to...
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