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.
Quarterly Webinar: Q2 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 2nd quarter of 2025.
5 Important Tax Considerations for Your Financial Planning
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.”
The Trade War Groundhog Day
With the stock market back near correction territory due to tariff concerns, some investors may feel as if the market is stuck in a “Groundhog Day” loop.
Fed’s Rate Pause | What it Means for You
So far in 2025, the Fed has kept policy rates unchanged – why is the Fed on hold and how does it affect long-term investors?
