Medicare Enrollment: A Simple Guide and Key Info
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
High Net Worth Financial Planning: Strategies for Success
Explore High Net Worth Financial Planning: strategies for success that meet the unique needs of wealthy individuals and families.
What the Fed’s Next Move Could Mean for You
Explore what the Fed’s next move could mean for you. Understand how interest rates affect borrowing, savings, and investments.
WEBINAR: How Does the One Big Beautiful Bill Affect You?
In July, Congress passed what may go down as the most consequential tax legislation in a generation: the One Big Beautiful Bill (OBBB). Don’t let the name fool you. Behind it lies a complex set of tax, estate, education, and retirement changes that demand attention from high-net-worth investors.
Should You Pay Off Your Mortgage Early?
Clients often ask us: “Should I pay off my mortgage early, or put that money to work in the market?”
How Reliable is Government Data? A Balanced Look
The latest jobs report has raised questions about the reliability of government data, but understanding the uses and limitations of this data is the key.
Quarterly Webinar: Q3 2025 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 3rd quarter of 2025.
What the “One Big Beautiful Bill” Means for Investors
This bill matters because, while trade policy has been at the forefront over the past several months, tax and spending policy in Washington has been a growing source of uncertainty for many years.
Social Security Taxes and the “One Big Beautiful Bill”
One part of the One Big Beautiful Bill that did not come into fruition was the elimination of taxes on Social Security benefits.
A Weakening Dollar: Should You Worry?
The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.
Beyond the S&P 500: Opportunities for Diversification
While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.
Debt, Deficits, and the Moody’s Downgrade
Moody’s recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.
What the GDP Receipt Doesn’t Show
Explore what the GDP receipt does not show about the economy. Understand the nuances behind the latest GDP report.
Special Update: What U.S.-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.
Bond Volatility and the Battle Over Fed Policy
For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.
