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UPCOMING EVENT

Client Appreciation Event

October 22, 2026

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Market Update 5/18/2026

Weekly update: Inflation, new Fed chair, and geopolitics Stocks climbed to record highs last week ahead of a hotter-than-expected April CPI report, and concerns about a hawkish Federal Reserve sent...

Financial Tips for New Graduates

If you or a student in your life has recently graduated, we want to extend our heartfelt congratulations. This is a monumental accomplishment. For many, this achievement marks a first foray into...

Market Update: 5/11/2026

Weekly update: Quiet growth and a cooling job market Last week offered something relatively rare: the economy lost speed without losing its footing. This is due to moderating wages and steady...

Annual Gifting Strategies: A Thoughtful Way to Share Wealth and Build Legacy

Market Update: 05/04/2026

Market analysis: AI, energy, inflation, and rates U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated...

Market Update: 04/27/2026

Weekly update: Expansion intact, policy in flux Last week, leading stock indices held their ground near record levels, resilient but rangebound. Surging retail sales and a re-acceleration in...

Approaching Retirement in a Volatile Market: What to Focus on Now

For those nearing retirement, market volatility can feel different. When you’re 20 or 30 years from retirement, fluctuations are often viewed as temporary. But when retirement is just months away,...

Market Update: 04/13/2026

Weekly update: Oil Price Shocks, Stocks Advance U.S. markets posted their best weekly gain of this year, with the major indexes all closing firmly in the green. A fragile U.S.–Iran ceasefire pushed...

Financial Support Options for College Students

If college is on the horizon for you or someone you’re supporting, it’s important to understand the financial tools available to help ease the cost. From savings plans to financial aid, there are...

Market Update: 04/06/2026

Weekly update: Strong jobs and volatile oil prices Last week's holiday-shortened trading period was defined by tension between the ripple effects of the ongoing geopolitical conflict and...

Renting vs. Buying: How to Make the Right Financial Decision

Few financial decisions feel as significant as deciding whether to rent or buy a home. Owning property is often seen as a milestone of financial success. But in reality, the right choice depends on...

Market Update 3/23/2026

Weekly update: Fed holds steady amid shaky sentiment Last week's dominant narrative pitted a still-solid U.S. economy against persistent inflation pressures and continued geopolitical conflict in...

Market Update 3/16/2026

Weekly update: Inflation, Oil, and the Fed Last week, U.S. markets faced a difficult combination of forces: an oil shock from the war in Iran and the effective closure of the Strait of Hormuz, a...

Market Update: 3/9/2026

Weekly update: Oil surges and jobs stumble Last week brought two unwelcome surprises: a 35% spike in crude oil prices triggered by U.S. military conflict with Iran and a disappointing jobs report....

Last-Minute Tax Moves to Consider Before April 15

Tax season is well underway but if you haven’t filed yet, there may still be meaningful opportunities to reduce your tax bill or strengthen your financial plan before the April 15 deadline. While...

Market Update: 03/02/2026

February analysis: A strong start and an uncertain ending Last month gave investors plenty to weigh. Job growth held firm, and corporate earnings delivered again, particularly among AI-driven...

Why Family Money Conversations Matter More Than Ever

Money touches nearly every part of our lives, yet for many families, it remains one of the least discussed topics. Conversations about finances, values, and long-term planning are often delayed or...

Investing Without Illusions: A Smarter Way to Think About Risk and Returns

It’s easy to believe investing should feel predictable. After all, charts go up over time, headlines highlight winning stocks, and financial news often focuses on what’s “next.” But real investing...

Market Update 02/02/2026

February update: A market in transition Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Housing...

Market Update: 01/26/2026

Weekly update: Markets steady despite tariff fears Last week, U.S. markets whipsawed through the shortened week as tariff threats and business surveys shifted expectations for growth and Federal...

Why Offering a Strong 401(k) Is One of the Smartest Investments You Can Make

Attracting and retaining great employees is harder than ever. Compensation matters, but today’s workforce is also looking for employers who invest in their long-term success. One of the most...

Market Update: 1/12/2026

First full trading week of 2026 ends on positive note U.S. financial markets ended the first full trading week of 2026 on a broadly positive note, with major equity benchmarks reaching all-time...

Financial Wellness Month: Small Steps Today Can Mean A Big Impact Tomorrow

January is Financial Wellness Month, a reminder that financial health isn’t built in one big moment, it’s built through thoughtful, intentional steps taken over time. You don’t need a perfect plan...

Market Update: 01/05/2026

January update: Fed cuts, inflation cools, and markets split The holidays are over and it's time to dive into a market update. December served as a fitting finale to a year that defied expectations...

Weekly Market Update: 12/29/2025

Weekly update: Record highs and consumer jitters Despite scaled-back trading, markets are closing out 2025 on an upbeat note. The S&P 500 and Dow notched record highs last week, propelled by...

Weekly Market Update: 12/22/2025

Weekly update: Markets pause as Fed shifts gears U.S. markets took a breather last week, digesting the Federal Reserve’s third straight rate cut alongside softer inflation data. The economic...

Dollar-Cost Averaging for 2026

How consistent contributions can help offset market uncertaintyAs we head into 2026, investors continue to face familiar themes: market volatility, interest rate uncertainty, geopolitical tension,...

Weekly Market Update: 12/15/2025

Weekly update: What’s next as Fed eases, markets hesitate? Last week, markets were shaped by the Federal Reserve's December 10th meeting, where policymakers cut rates by a quarter point while...

Weekly Market Update: 12/8/2025

Weekly update: Cutting through the noise and Fed decision U.S. markets held steady last week as investors awaited the Fed's December 10th decision. Equities notched modest gains, long-term yields...

Encouraging Family Money Conversations During the Holidays

Tips for discussing values, estate plans, and legacy while everyone is together The holidays bring a rare gift: time together. Between shared meals, familiar traditions, and reunited family members...

Weekly Market Update: 12/01/2025

December update: Data puzzle, Fed signals, and path forward Last month looked calm on the surface, but proved more nuanced. U.S. markets spent most of November near record highs before losing...

Weekly Market Update: 11/24/2025

Market whiplash and the week ahead I hope you're doing well. Last week brought significant market turbulence as investors rotated sharply from growth to value stocks amid heightened Federal Reserve...

Fall into Smarter Tax Planning with Tax-Loss Harvesting

As the leaves change colors and the year begins to wind down, it's the perfect time to reflect on your financial strategy. Think of tax-loss harvesting as a "financial fall cleaning" that can help...

Weekly update: Data drought and the week ahead

The 43-day U.S. government shutdown ended on November 12th, but its impact lingers. Key economic data on jobs, inflation, and retail sales remain frozen or delayed, leaving investors navigating in...

Weekly Market Update: 11/10/2025

Markets lost their footing last week as several headwinds converged. A tech and AI sell-off, persistent inflation worries, and policy uncertainty loomed large against the backdrop of a 38-day...

Unlocking the Benefits of 401(k)s for Small Businesses

Many small businesses still believe that 401(k) plans are too complex or costly to implement. It's time to challenge this misconception. Running a business is demanding, and managing employee...

November Market Update

November update: Fed cuts, tech strength, and an uncertain outlook Recent weeks have brought significant developments from pivotal Federal Reserve policy shifts to breakthrough advancements in...

Weekly Market Update: 10/27/2025

Weekly update: Fresh data, big earnings, and the week ahead Markets moved through a surprisingly upbeat week with resilience, shrugging off Washington’s shutdown and finding just enough fresh...

Money on the Mind: How Financial Stress Impacts Mental Health

Money on the Mind: How Financial Stress Impacts Mental Health Money isn’t just about numbers on a balance sheet. It touches every corner of our lives: our choices, our relationships, even our sense...

Weekly Market Update 10/20/2025

Weekly update: Lingering shutdown, flying blind, and the week ahead The government shutdown dominated headlines last week, halting key economic data and leaving investors to rely on private signals...

Weekly Market Update: 10/13/2025

Weekly Market Update: 10/13/2025 The U.S. government shutdown dominated headlines last week, delaying key data and adding near-term uncertainty. Still, markets held up on hopes for a “Goldilocks”...

Weekly Market Update: 10/06/2025

Weekly Market Update: 10/06/2025 Last week brought plenty of drama. Stocks hit record highs on unabated AI enthusiasm, the Fed hinted at more rate cuts, inflation showed signs of cooling, and a...

Understanding Roth Conversions: Is Now the Right Time for You?

Understanding Roth Conversions: Is Now the Right Time for You? Roth IRA conversions have become one of the most talked-about financial planning strategies in recent years. With changing tax laws,...

October Market Update

October update: Fed eases, U.S. economy perseveres It’s been an active month for the markets, with stock indexes hitting new highs and the U.S. economy indicating notable resilience. Recent...

Weekly update: Lower rates, resilient consumers

Weekly update: Lower rates, resilient consumers Last week delivered a mix of steady progress and fresh challenges for the U.S. economy. The Federal Reserve's dovish policy move signaled a shift...

4 Key Year-End Strategies for Your Financial Planning

4 Key Year-End Strategies for Your Financial Planning The kids are back to school, the temperatures are dropping and plans are being made to close out 2025. As the year swiftly approaches its end,...

Weekly Market Update: 9/15/2025

Weekly Market Update: 9/15/2025 Wall Street rallied last week as hopes for a Federal Reserve rate cut gained momentum, with stocks, bonds, and currencies responding to softer jobs data and...

Weekly Market Update: 09/08/2025

Weekly Market Update: 09/08/2025 As September begins, financial markets and U.S. economic activity are being influenced by record-high equity valuations, growing optimism for potential Federal...

Why it’s Time for Millennials to Create Their Estate Plan

Why it’s Time for Millennials to Create Their Estate PlanWhen most people hear the term estate planning, they picture retirees with significant wealth, multiple properties, or business interests....

September update: Stock market rally, cautious consumers

September update: Stock market rally, cautious consumers August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn...

Investing with Clarity: Understanding Your Options

Let’s face it, investing can feel intimidating. There’s a lot of terminology, plenty of options, and no shortage of opinions out there. But the truth is, investing doesn’t have to be complicated....

Weekly Market Update: 8/18/2025

It’s certainly been an eventful time for the economy and stock market. Markets are hitting record highs, but inflation and policy uncertainty are tempering expectations for near-term rate cuts....

Market Timing vs. Time Horizon: Why Staying the Course Matters More Than Perfect Timing

We get it. When markets move fast, it’s tempting to think we should move faster. Whether it's a sudden dip or a rally making headlines, market timing can feel like the smart (or even necessary)...

Weekly Market Update: 8/11/2025

Tariff news once again dominated last week’s headlines amid major developments. Read on for highlights of what you should know. Stock Index PerformanceThe S&P 500 climbed by 2.43%.The Nasdaq 100...

The Big Beautiful Bill

With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands...

Back-to-School Tax Tips for Smart Savings

Navigate Back-to-School Chaos with Tax SavingsAh, the back-to-school season! It's that time of year when parents are knee-deep in supply shopping, shuttling to extracurricular activities, and...

Steel and Aluminum Tariffs: Essential Insights

Recent policy shifts have stirred concerns among consumers and businesses alike, with rising prices and economic uncertainties looming large. Among these policy changes, the steel and aluminum...

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