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Cars, Homes, Taxes, oh my!
Financial planning often happens in real time — not just during investment reviews. Over the past month, we've helped clients navigate major decisions involving car purchases,...
Done with Your Taxes? Check These Key Line Items
If you’ve finalized your tax return, a few key line items can provide valuable insight into what’s driving your results—and where adjustments could improve your outcome...
Should you open a Trump Account?
Beginning this July, families will have a new tool at their disposal to support their children's financial future: the 530A account, branded as "Trump Accounts." These...
Bullish signals are starting to stack up
What a difference a month makes. The stock market has rebounded more than 10% to new all-time highs just weeks after being down over 5% on...
How to think about the latest market pullback
Market volatility looks different depending on where you are in life. A 10% decline can feel like an opportunity… or a threat. Often, the difference isn’t...
Oil prices are in the driver’s seat
One of the more surprising developments since the U.S.–Iran conflict began has been the stock market’s resilience. While oil prices have surged roughly 40% per barrel,...
Tax loss harvesting opportunities in Crypto
Few areas of the market have fallen as sharply as cryptocurrencies. Bitcoin, the largest and most widely followed digital asset, is down roughly 45% from its...
Beyond the AI headlines, most markets are rising
There’s a theme circulating in markets right now known as the “AI Disruption Trade.” The idea is that rapidly advancing AI tools could permanently alter entire...
Early-Year financial planning checklist
The start of a new year is a good time to reset and make sure key planning items are on track. A few small adjustments made...
Market pullbacks are normal
After a strong six-month run for stocks, it’s worth remembering that pullbacks are a normal part of investing. Markets don’t move in straight lines, and short-term...
Retirement Contribution Limits Are Rising in 2026
The IRS has increased retirement account contribution limits for 2026, giving households more room to save in tax-advantaged accounts. These changes create additional opportunities for tax...
The market believes in the consumer
Much has been written about the terrible shape that the consumer is in and how this spells doom for the economy. There's just one problem with...
What does well after a bubble bursts?
There's a lot of talk of an AI bubble in the market right now. While we don't see a bubble in the S&P 500 based on...
Year-end planning recap
In our year-end meetings, a number of valuable planning opportunities have surfaced. We’re sharing a few of them here so you can see how similar strategies...
The case for tax gain harvesting
With markets climbing for most of the year, we haven’t had many chances to tax-loss harvest in 2025. That’s good news for your portfolio value—but it...