Weekly Wrap-up

If you have worked with us in the past and we previously provided investment advice for you, we did a thorough analysis of your portfolio and recommended investments that were consistent with your risk tolerance, time horizon and goals. Unless you need to raise cash...

What Banking Deregulation Could Mean for Your Money: 4 Key Changes to Watch Recent shifts at the Consumer Financial Protection Bureau (CFPB) indicate a major shift toward financial deregulation. While these changes may seem like bureaucratic maneuvers, they could...

Market volatility remains front and center. U.S. equities tumbled over the past week, with the S&P 500 (VOO) falling 4.16%, bringing year-to-date (YTD) returns just below break-even at -0.16%. The decline was led by consumer cyclical stocks, including Tesla (TSLA)...

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...