Weekly Wrap-up

WOW!  This has been a pretty historic start to a new Presidential term – to say the very least.    The start of Trump’s second term has been marked by a flurry of executive orders aimed at fundamentally reshaping the government and American life. The beginning of...

China’s DeepSeek surprised the technology world this week by releasing an AI model that almost matched the performance of American rivals while requiring far less computing power. The news sparked a sell-off in U.S. stocks as investors fretted that the need for...

President Donald Trump has wasted no time making his mark as the 47th President of the United States. Sworn in on January 20, 2025, he has outlined an ambitious agenda with over 100 executive orders ready to sign on his first day back in the Oval Office. From...

Every year, the IRS updates the contribution limits for employer-sponsored retirement plans. For 2025, here’s what you need to know: Standard Contribution Limits: If you’re under age 50, you can contribute up to $23,500. If you’re over 50, you’re eligible for a...

Over 20% of Americans have a financial resolution on their list for 2025.   While this is  great  - you may have the most  success by not making large, overwhelming promises to yourself. Instead, resolve to do just one or two specific things that will start to improve...

  How Experts Predict the Market May React in 2025 Three widely respected stock-market metrics are signaling potential trouble ahead. Between Inauguration Day 2021 and Election Day 2024, the S&P 500 (SPX) rose an impressive 51%. However, with the S&P 500...

  As open enrollment season approaches, it's the perfect time to review your employee benefits and healthcare coverage for the coming year. This period offers a valuable opportunity to adjust your plans and ensure you're fully covered with the right benefits to...

Refinancing activity is up, but buyers are playing the waiting game.  Mortgage rates ticked down for the third week in a row, but buyers are taking their time before they jump in. The 30-year fixed-rate mortgage averaged 6.08% as of Sept. 26. That's the lowest level...

On Wednesday, the Federal Reserve cut the Fed Funds rate by 0.50%, the largest reduction in 16 years, bringing the key rate to 4.75%-5%. While this move is expected to lower borrowing costs for consumers, the impact on monthly payments may not be immediate. According...

You might be feeling the pinch (what an understatement!) of inflation and the effect it’s had on your vacations and getaways. Vacations are a chance to relax, recharge, and make lasting memories, but without proper planning, the costs can quickly get out of hand....