Weekly Wrap-up

Why Implementing Your Investment Advice Matters Now We know that investing – actually making the trades/implementing the specific advice you receive – can be intimidating. You may feel uncertain about market conditions, unsure about timing, or confused on how to ...

Some facts about today’s market On April 3 as of the close of the stock market, the Dow Jones Industrial Average Index was down (1679) points or almost (4%); the S&P 500 Index was down almost (275) points or (4.84%), while the tech heavy NASDAQ Index was down...

Liberal media, conservative media, mainstream media—at the end of the day, all media outlets that operate for profit share one common goal: selling advertising. Their revenue depends on being able to tell advertisers, “We can get your ad in front of X million people...

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...