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Wednesday, May 13, 2026

Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising.

Wednesday, April 29, 2026

Discover simple strategies retirees can use to invest wisely, manage inflation, and preserve their nest egg with guidance from a financial professional in Peoria, AZ.

Wednesday, April 8, 2026

As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may suggest.

Tuesday, March 31, 2026

Explore why Social Security still matters for wealthy retirees — from income stability to tax strategy and long‑term planning in Peoria, AZ.

Wednesday, March 4, 2026

Geopolitical conflict with Iran has disrupted energy markets and added volatility, but strong U.S. economic fundamentals suggest stability should return.

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Tuesday, February 24, 2026

Learn how Social Security benefits are taxed, what income thresholds apply, and strategies to minimize taxes in retirement.

Wednesday, February 4, 2026

Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair.

Monday, February 2, 2026

Understand how taxes affect retirement income and explore ways to lower your tax burden for a confident retirement.

Wednesday, January 7, 2026

Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of double-digit returns. Last year’s performance was particularly rewarding given how much stocks overcame — notably tariffs.

Monday, December 29, 2025

Discover updated 2025 retirement plan limits and catch-up contributions. Plan smarter and save more for your future.

Wednesday, December 3, 2025

As December begins, markets will continue to take directional cues from the job market, which will be key to preserving consumer spending during the important holiday shopping season.

Wednesday, November 5, 2025

The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways.

Thursday, October 2, 2025

Addressing the U.S. government shutdown, its historical market impact, and the broader economic outlook. Despite near-term volatility, strong fundamentals, resilient earnings, and long-term growth drivers suggest continued market strength.

Monday, September 8, 2025

As summer winds down, the financial world remains focused primarily on the Federal Reserve. At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month...

Wednesday, August 6, 2025

The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28.

Wednesday, June 4, 2025

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Key developments in recent weeks may have implications for markets.

Wednesday, May 7, 2025

Several factors are at play in the market’s recent recovery. Learn more from our May Market Updates.

Thursday, April 3, 2025

April showers came a month early as stocks fell in March. We may be at peak trade uncertainty right now, and volatility may stay with us for a while as the policy fog continues to clear.

Friday, March 7, 2025

Tariffs remain a near-term threat. Although exceptions, reductions, delays, or complete reversals may come, some tariffs will stick. Retaliation by trading partners will likely weigh on U.S. economic growth.

Thursday, February 6, 2025

The new month brings two major market-moving stories to digest. including advances in AI by Chinese startup DeepSeek that challenge perceptions of U.S. dominance, alongside impending tariffs on major trading partners.

Monday, January 6, 2025

With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. Read more now!

Monday, July 1, 2024

For those unfamiliar with the “baby boom,” it is the period that stretches from 1946 to 1964, children born at the tail end of the trials and tribulations of World War II right up to the start of the Vietnam War. It is true that baby...

Monday, July 1, 2024

If you're a high earner, you may be interested in partnering with someone with similar education, income, and goals. Becoming a financial "power couple" can help you both achieve your goals sooner. Because money disputes are one of the...

Monday, July 1, 2024

More than 100 million American adults currently care for a parent or other elderly relative in their home.1 These arrangements are often more by necessity than choice, as paying for outside caregivers or a long-term care facility can...

Monday, July 1, 2024

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and...

Saturday, June 1, 2024

Empower individuals to make informed decisions about their coverage In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans,...

Saturday, June 1, 2024

Insurance is designed to provide coverage for some of life's biggest disasters—fire, floods, car crashes, disability, and death. But when you're on a tight budget, paying even a few extra dollars a month for an insurance policy you may...

Saturday, June 1, 2024

The time has finally arrived: your child is preparing for college and getting ready to take that next big life step. It is an exciting time, but for many parents, the financial responsibility and impact on their wallets can be...

Saturday, June 1, 2024

There is one thing that we will most likely all do one day: regardless of your status in society, position at work, or whether you are tall or short, you may pass down assets to loved ones. When that day arrives, an estate plan is...

Thursday, May 2, 2024

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Thursday, May 2, 2024

A 401(k) retirement savings plan is one of the most desirable fringe benefits a small business can offer. For a business owner, it can help strengthen a company’s position when competing for top talent. It can also be structured to...

Thursday, May 2, 2024

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Wednesday, May 1, 2024

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more...

Monday, April 1, 2024

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other loved ones...

Monday, April 1, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Monday, April 1, 2024

Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the...

Monday, April 1, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier to...

Friday, March 1, 2024

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point.

Friday, March 1, 2024

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s,...

Friday, March 1, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

Friday, March 1, 2024

For profitable small businesses, paying quarterly estimated taxes is part of the tax process to potentially avoid penalties at the end of your fiscal year.

Friday, February 16, 2024

April 18 tax deadline –The due date is April 18, instead of April 15, because of the Emancipation Day holiday in the District of Columbia.

Friday, February 16, 2024

Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to mitigate your tax bill for the upcoming year.

Monday, May 15, 2023

Wouldn’t it be wonderful to look at your bank account and think, “WOW! I’ve got way too much in there!” That’s actually true for many people (although they might not recognize it). While it’s...

Friday, May 5, 2023

With the summer months right around the corner, it might be time to start thinking about your next vacation. Traveling can be expensive, with seemingly-endless costs for food, accommodations, airfare, and activities adding up quickly....

Friday, April 21, 2023

Hearing stories on the news or even from people we know about unexpected medical costs that have derailed someone’s finances is not uncommon these days. Many of us have a fear of something like that happening and, the unfortunate...

Friday, April 7, 2023

As a couple, talking about money can be one of the most difficult conversations you have. It touches on so many areas of life that are often personal and emotional.  But having these conversations is essential to ensuring...

Friday, March 17, 2023

Spring is the perfect time to tackle home improvement projects. Whether you’re sprucing up the yard, painting your walls, or remodeling a room, springtime is the ideal season to get started. But home improvement can also be...

Friday, March 3, 2023

Financial planning is an important part of life for everyone, regardless of your age. But it’s important to recognize that different generations have unique financial needs and goals. If you’re considering financial...

Friday, February 24, 2023

When it comes to our finances, stress and anxiety can be a major barrier to getting the help we need. We might not even realize how much fear is holding us back from taking the necessary steps to secure a better financial future. It's...

Friday, February 10, 2023

In the United States, an estimated $40 trillion will be passed down from one generation to another in the next 40 years. Unfortunately, 80% of all inheritances are spent within ten years!How can you avoid this pitfall? And what should...

Friday, February 3, 2023

Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Many people procrastinate their estate planning, but planning ahead is one of the most important choices you can make for your loved ones.

Friday, January 20, 2023

The reality of investing is that it is your own personal journey and it takes patience. Ready to start your investment journey? Let us help you create your individual, unique plan.

Friday, January 6, 2023

The SECURE 2.0 Act, was enacted at year-end on December 29th, 2022. It seeks to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire?