Blog

Proactive Year-end Tax Planning for 2023 and Beyond

Sep 20, 2023

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...

Traditional and ROTH IRAs – Strategies for Building Your Retirement

Aug 25, 2023

Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. Having healthy retirement savings can help you live comfortably in your golden...

Quarterly Economic Update | Second Quarter 2023

Jul 18, 2023

The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling agreement, the Federal Reserve pausing their aggressive interest rate hikes, and bank failure fears starting to subside. During the...

Ideas to Help Prepare for a Recession

Jun 12, 2023

For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!”...

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Research

Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to economic growth and corporate profits.

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.