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 – February 16, 2024
Quick Takes Inflation reports surprised investors with higher-than-expected consumer and wholesale prices. As a result,...
Weekly Market Update – February 09, 2024
Quick Takes After starting the week on a down note, the S&P 500 Index rallied for four straight days to cross the 5,000...
Monthly Market Update – January 2024
Key Points About Those Rate Cuts At this time last month, traders were betting (via Fed Funds futures trading) that there...
Additional Content
Financial Planning for Life-Long Peace
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly...
How Might President Biden’s Tax Plan Affect Me?
President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s...
7 Steps of the Financial Planning Process
The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on...
What our firm learned in the 2008/2009 Financial Crisis paid off big time for our clients in the 2020 Covid-19 Crisis
It’s fair to say that no one is forgetting 2020 any time soon. As the year turned, we heard rumors about a virus in...
A deep breath before the election
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns....
Tax Loss Selling
Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of...
Repairing Your Investment Portfolio Amid COVID-19
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh...
State Tax Deadlines
While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all...
TRPG Digital Event: Coronavirus and Market Volatility
On Monday, March 31, 2020 we hosted a joint digital event with Apollo Lupescu, Vice President Dimensional Fund Advisors....
Action Steps for you regarding the CARES Act
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with...
Long-term Care: The Do’s and Don’ts
The Benefits of Estate Planning for New Parents
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst...
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