2026 Important Tax Numbers: A Handy Guide
To help you prepare for the coming tax season next year, we’ve created the 2026 Important Tax Numbers summary guide.
The Complete Roth IRA Conversion Guide: What You Need to Know
Is a Roth IRA Conversion right for you? Check out our guide for more information.
Charitable Giving: Year-End Tax Planning Strategies
Thoughtful charitable giving can not only support philanthropic goals, but increase tax planning efficiency as well.
2026 Outlook: 7 Key Themes for Long-Term Investors
Get insights into the 2026 outlook: 7 key themes for long-term investors amid a strong stock market performance and growth.
Your 2025 Year End Tax Planning Checklist
Proactive year-end tax planning is a critical component of a comprehensive financial strategy, helping you align your actions with your long-term goals.
Retirement Planning: Social Security COLA and Portfolio Positioning
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement.
Quarterly Webinar: Q4 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 4th quarter of 2025.
Are You Holding Too Much Cash?
Of course, there’s always a place for the greenback in investment portfolios, but are you holding too much cash?
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.
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.
Individual Stock Risk: What the Research Shows
A small handful of companies are responsible for almost all the market’s wealth creation.
Fed Rate Cuts: What is the Bond Market Signaling?
Fed Chair Jerome Powell’s recent speech at the Fed’s annual Jackson Hole conference reinforced that an interest rate cut in September is likely.
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.
The Fed and Politics
Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus.
