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
Monthly Market Update – June 2025
Key Takeaways STOCKS RALLY DESPITE LINGERING CONCERNS The second quarter began with market turmoil due to tariff fears but...
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...
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...
Additional Content
A Solid Home Needs a Solid Foundation
No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It...
Do you want a quarter inch drill bit or a quarter inch hole?
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few...
6 Steps to Becoming Financially Organized
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them...
The Neglected HSA
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look...
How Emotional Investing Impacts Your Returns
When markets swing, it's natural to feel like your stomach's dropped with them. Whether it's a sudden dip or soaring high,...
The Worst Way to Pick a Mutual Fund is Often the Most Popular
It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after...
Long-Term Care: What It Is, Who Pays for It, and Why It Matters
When people hear the term "long-term care," many picture a nursing home in the distant future. But the reality is much...
What a Financial Planner Actually Helps With
There's no single moment when you suddenly 'need' a financial planner. But over time, as your life becomes more complex,...
When to Claim Social Security
Social Security is one of the few predictable income sources many of us can count on in retirement. But knowing when to...
Is Your Investment Risk Tolerance in Sync With Your Goals?
Imagine driving without speed limits. Would you hit 90 on the highway? Or coast along safely at 60? Investing works the...
What to Do When a Spouse Dies Suddenly
No one ever feels ready for that moment. The phone rings. The news breaks. Life changes. And while the emotional weight...
Why It’s So Important to Monitor Your Investments Regularly
Once you've built your investment portfolio, it's tempting to just "set it and forget it." And while long-term discipline...
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