Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

First Look: What the One Big Beautiful Bill Act Could Mean for Your Taxes, Healthcare, and Retirement Strategy

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law—an 870-page reconciliation package that reshapes federal policy across taxes, healthcare, ...

First Look: What the One Big Beautiful Bill Act Could Mean for Your Taxes, Healthcare, and Retirement Strategy

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law—an 870-page reconciliation package that reshapes federal policy across taxes, healthcare, ...

Mid-Year Check-In: Is Your Financial Plan Still on Track?

Half the year is in the rearview mirror. That fact alone might trigger a little unease—especially if your financial life hasn’t had your full attention ...

Mid-Year Check-In: Is Your Financial Plan Still on Track?

Half the year is in the rearview mirror. That fact alone might trigger a little unease—especially if your financial life hasn’t had your full attention ...

Understanding the Impact of New Tariffs on Your Investments

In the world of investing, headlines can create ripples—or sometimes waves—that rock the markets. One such recurring headline is the imposition of new tariffs. Whether ...

Understanding the Impact of New Tariffs on Your Investments

In the world of investing, headlines can create ripples—or sometimes waves—that rock the markets. One such recurring headline is the imposition of new tariffs. Whether ...

Inflation-Adjusted Increases Come Down to Earth

The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for ...

Inflation-Adjusted Increases Come Down to Earth

The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for ...

Bulls, Bears, and Ballots: How Politics Influence Markets and Why You Should Stay Focused on the Long-Term

Introduction: A Common Concern for Investors As elections and political events unfold, it’s natural for investors to question how these changes may affect their financial ...

Bulls, Bears, and Ballots: How Politics Influence Markets and Why You Should Stay Focused on the Long-Term

Introduction: A Common Concern for Investors As elections and political events unfold, it’s natural for investors to question how these changes may affect their financial ...

The Impact of Presidential Elections on the Stock Market

As the political landscape shifts with each presidential election, many investors wonder about the potential impact on the stock market. While it’s natural to think ...

The Impact of Presidential Elections on the Stock Market

As the political landscape shifts with each presidential election, many investors wonder about the potential impact on the stock market. While it’s natural to think ...

New DOL Rule Reinforces Our Commitment to Your Retirement Security: A Deeper Dive

The financial landscape is constantly shifting, with new regulations and industry developments shaping the way we plan for our retirement. A recent announcement from the ...

New DOL Rule Reinforces Our Commitment to Your Retirement Security: A Deeper Dive

The financial landscape is constantly shifting, with new regulations and industry developments shaping the way we plan for our retirement. A recent announcement from the ...

Keeping Seniors Safe From Financial Scams

The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging.  There’s a lot to think ...

Keeping Seniors Safe From Financial Scams

The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging.  There’s a lot to think ...