Blog Posts

As we look at markets and the economy, our goal is always to provide perspective for our clients. We understand that news headlines can send mixed messages, so our goal is to make sure you’re informed on what is most important to your financial progress. The...

As you have likely seen, President Trump signed the major new tax and spending bill into law after Congress approved it. This is a comprehensive tax and spending bill, with over 900 pages, and makes significant changes to the tax code. On an individual level, taxes...

With the election behind us and a new administration taking shape, many of you may be wondering what potential changes are on the horizon. While the professional pundits are busy making their predictions, we’ll be the first to acknowledge that nobody has a crystal...

Whether it’s a relaxing all-inclusive beach stay, a city break in Europe or hiking the U.S. National parks, your dream summer trip could be more attainable than you think. How so? By responsibly using your credit card to earn points and miles that can be redeemed for...

For the better part of this year, you have likely heard from us that we believe the tide is turning, and the next decade will look a lot different than the past decade. For the past 40 years, interest rates steadily declined, marking an era in financial history. After...

Q3 Review September and October were categorized by a significant rise in the 10-year Treasury Bond yield, rising from 4.26 to a high of just under 5%. Rising yields are driven by the actions of the Federal Reserve Board, and they have been increasing interest...

Recap and Outlook After declining sharply for most of 2022, the S&P 500 ended the year at 3,840. As the year turned, it seemed as if the economy might well be in a no-win situation. Either the Federal Reserve would tighten credit conditions enough to stamp out...