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 – October 10, 2025
Quick Takes Stocks saw their largest daily decline since the April 10 Liberation Day on Friday after President Trump...
Monthly Market Update – September 2025
Key Takeaways EVERYONE IS A WINNER… AGAIN For a second straight month, most major global asset classes saw healthy gains in...
Weekly Market Update – October 3, 2025
Quick Takes At midnight on Wednesday, October 1, a partial US government shutdown became effective. However, investors...
Additional Content
Your Child Just Turned 18, Now What?
Eighteen marks a major milestone, and not just for your child. Turning 18 doesn't only mean new rights and...
What You Should Know About Medicare Before You Enroll
Medicare is a cornerstone of retirement health care, but that doesn’t mean it’s easy to navigate. With multiple parts,...
What to Know Before You File for Social Security
Filing for Social Security is one of the most important retirement decisions you'll make. And while the process might seem...
Elder Law Basics
Elder law brings legal, financial, and health planning together so your wishes stay front and center. Putting the proper...
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...
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...
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). ...
Estate Planning for Digital Assets
Think about the online accounts you use daily: banking apps, email, social media, cloud storage, photo libraries, and even...
The One Big Beautiful Bill Act: What It Means for You
The newly enacted One Big Beautiful Bill Act includes a wide range of financial reforms, many of which have been covered...
Do I Need a Will, a Trust, or Both?
You've checked the box. Maybe years ago, maybe recently, you created a will. That's a big step. But if you're like many...
Term vs Whole Life Insurance: What’s the Difference and Which One is Right for You?
If you've ever googled 'term life vs whole life' or asked yourself, 'Do I really need life insurance?' - you're not alone....
The True Cost of Long-Term Care
Understanding the cost of long-term care is an important part of retirement planning, but it often gets overlooked. Many...
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