1st Quarter 2025 Market Commentary Remember Robby the Robot from Lost in Space? This shows how old I am, but whenever he thought the teenage

Tariff Turmoil The stock and bond markets have been in disarray since President Trump announced his tariffs in the first week of April. The S&P

Political Perception and Your Investment Portfolio I am a science fiction fan, and one TV show I have enjoyed throughout the years is Dr. Who,

We have closed out another great year of stock market performance. The S&P 500 total return index (which includes dividend reinvestments) rose 25.02% in 2024.

The Power of Year-End Charitable Giving As of the date I am writing this blog post, the stock market has done extremely well for the

3rd Quarter 2024 Market Commentary Here is the word I would use to describe the S&P 500 this year: Wow! This market index, which is

2024 Year-End Tax Tips Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1.

Why you Need to Pay Attention to the Corporate Transparency Act The Corporate Transparency Act was enacted in 2021 and became effective as of January

How to Protect Yourself Against the Growing Threat of Fraud, Scams, and Identity Theft Online scams and identity theft are becoming an increasingly significant threat,