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 – September 12, 2025
Quick Takes Global equities extended their gains as the S&P 500 Index rallied to its 24th all-time high in 2025 on the...
Weekly Market Update – September 5, 2025
Quick Takes The S&P 500 Index touched all-time highs early on Friday, but stocks ultimately slid -0.3% on the day after...
Monthly Market Update – August 2025
Key Takeaways EVERYONE IS A WINNER Most major global stock, bond, and real asset indexes, in virtually all size and style...
Additional Content
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, meeting the due date can be...
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...
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...
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...
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 Harvesting Explained
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can...
Repairing Your Investment Portfolio Amid COVID-19
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh...
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...
Planning for Change in the Market
Just as the seasons shift from winter to spring, markets also move through cycles of change. Some seasons bring growth and...
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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