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Thursday, April 23, 2026

Market timing requires a skill that’s almost impossible to master.An investor not only has to determine when stock prices have peaked (so you can sell), but also when they have bottomed (so you can buy).In recent weeks, many people...

Tuesday, March 10, 2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

Wednesday, January 28, 2026

You've likely heard about the "One Big Beautiful Bill Act," which was signed into law on July 4, making many of the 2017 Tax Cuts and Jobs Act provisions permanent. Given the bill's length (887 pages) and complexity, we wanted to help...

Wednesday, May 7, 2025

Your 50th birthday is a big one! Please consider a move that other savvy investors like you are making at this time: Retirement Account Catch-Up Contributions. What are Catch-Up Contributions? When U.S. taxpayers reach the age of 50,...

Tuesday, March 4, 2025

Interest rates. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once...

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Tuesday, January 28, 2025

As we step into the promise of 2025, it's the perfect time to refresh our financial outlook and align our strategies with the opportunities that lie ahead. The start of a new year invites us to reflect on our progress and set...

Friday, January 10, 2025

With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape. This transition period offers both challenges and...

Wednesday, October 16, 2024

Dedicated small business owners like you are well aware that your retirement will look different than for people with more traditional trajectories. The pressing, everyday demands of managing a business can make retirement feel like a...

Monday, October 7, 2024

Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside,...

Thursday, September 12, 2024

This month's chart feels especially timely, given how many of us eagerly await the Federal Reserve's decision in September on short-term interest rates. Some expected the Fed policymakers to wait until after the election to determine...

Monday, August 26, 2024

How much are you withholding per paycheck?Is the amount too little? (Or too much?) Find out the answer before the year ends. You may not want to discover next year that your withholding amount for this year was too small. The IRS...

Friday, August 16, 2024

If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...