Bonds Can Present Opportunities in This Market
Even after one of the toughest stretches in bond market history, there are still solid opportunities to be found in fixed income.
The Social Security Fairness Act: Major Changes Explained [Video]
The Social Security Fairness Act has officially been signed into law, marking one of the biggest changes to Social Security in over 40 years.
Chart of the Month | Understanding How Valuations Impact Portfolio Returns
The S&P 500 has rallied +50% since the start of 2023 and more than +150% from the COVID pandemic low in March 2020.
2025 Important Tax Numbers and Contribution Limits
As we approach tax season, it’s crucial to stay aware of upcoming deadlines, rules, contribution limits, and strategies.
Quarterly Webinar: Q1 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 1st quarter of 2025.
3 Financial New Year’s Resolutions For 2025
The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
Top Client Questions: Fed, Debt, Trump
As we approach the end of the year, I want to address a few of the top questions we’re getting from clients right now.
Top 11 Tax Reduction Strategies for High Earners
As a high-income earner, you still have many options to reduce your taxes. In this article we’ll discuss some of the most effective tax reduction strategies for high earners.
What Will The Trump Administration Do First?
Now that the election is over, what will the Trump administration prioritize in the new year that may impact the markets?
Small-Cap Stocks and the “Trump Bump”
Small-cap stocks have been on a tear since the beginning of November, skyrocketing on election day.
How to Reduce Taxes in Retirement: Key Strategies
Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.
$36 Trillion National Debt! | Should You Worry?
The national debt is upwards of $36 trillion, according to the U.S. Treasury, a fact that has fueled concerns among investors and economists.
Special Update: The Election is Over, So What Comes Next? [VIDEO]
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate.
Why Are Interest Rates Rising Amid Fed Cuts?
An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.
Trump vs. Harris: Financial Planning
Perhaps the most complex area when it comes to the outcome of the election is tax policy – specifically “The Tax Cuts and Jobs Act.”
