investment resources

Retirement is supposed to be all beaches and brunches… not budgeting headaches! But with prices still climbing and Social Security adjustments lagging behind, even the best-laid plans need a checkup. Our latest blog breaks down how to keep your retirement savings working as hard as you did — even when inflation won’t quit.

Strong markets. Slowing growth. Falling rates. The economy’s story this quarter isn’t as simple as it looks. Check out our latest Economic and Market Update for insights you won’t want to miss.

Another possible government shutdown is making headlines — but what does it really mean for your investments? History shows markets usually brush off shutdowns, even the longest ones. Our latest blog discuses why political drama in D.C. often has less impact on your portfolio than you might think. #Investing #Markets #GovernmentShutdown #FinancialPlanning

The Fed just cut interest rates — but this time it’s not about a crisis. What does it mean for the economy, the markets, and your investments? Rate cuts can boost stocks and bonds, but the reason behind them matters most. Our latest blog breaks down: - Why the Fed is cutting now - How this cycle is different from 2008 or 2020 - What it means for long-term investors

Stock markets reached new record highs in July, with the S&P 500 hitting ten all-time highs during the month. Strong company earnings...

Q2 Market & Policy Update Markets showed resilience in Q2, with strong equity performance and stable bond returns. New tax proposals from President Trump’s “One Big Beautiful Bill” could create fresh planning opportunities. Read our full update to see what it means for your finances.

As the year winds down and the holiday season takes over, many investors look forward to a curious phenomenon in the stock market: the...

With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...

A common question we receive is, "What will happen to the markets as we get closer to and after the election?" The answer might surpris you.

Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial...

Market Update – 2022 Financial Highlight On January 4th, 2022, the DJIA hit an all-time high before a series of economic challenges hit...

In November we released a series of blogs with our “End-Of-Year Checklist”. The purpose of those were to make you aware that you only...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

As 2022 winds down and everyone looks ahead to the New Year, it's worthwhile to look at your end-of-year checklist and ensure you are not...

It’s hard to be optimistic about your financial future when all you read and see on the news is “Recession, Bear Market, Inflation” but...

Families will see a child tax credit starting on July 15. Here's what you need to know.