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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Friday, January 30, 2026

As the 2026 tax season approaches, it’s helpful to keep contribution timelines in mind.For the 2025 tax year, you can make contributions to your retirement accounts until the federal tax-filing deadline on Wednesday, April 15, 2026...

Monday, January 26, 2026

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. Financial, economic, political, and regulatory issues may cause the actual results to...

Wednesday, October 15, 2025

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...

Tuesday, September 9, 2025

There’s something for everyone in the One Big Beautiful Bill Act of 2025. In fact, the Tax Foundation calculated that the new law avoided a tax hike on 62 percent of tax filers in 2026. In dollars and cents, that works out to almost $3...

Friday, July 18, 2025

While retiring early may be a goal for some, you don’t want a late career layoff to dramatically impact your retirement goals if you can help it. It’s important then to review your situation with a financial professional. A financial...

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Thursday, June 26, 2025

What happens when your Social Security card goes missing or gets stolen? For many, a Social Security card is an important document, often kept in a safe place with other key documents like a birth certificate. The potential risks to...

Sunday, June 15, 2025

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your life: Tell...

Monday, May 5, 2025

Another day, another headline about economic policy. It can be exhausting to follow, especially when our portfolios track along with these market movements. This week, the White House announced changes to its tariff approach, causing...

Wednesday, April 30, 2025

When to Get Help with Caregiving Many Millennials and Gen Xers are part of a new cohort: "the sandwich generation." Due to a series of societal shifts, approximately 2.5 million U.S. adults find themselves sandwiched between taking...

Friday, April 11, 2025

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq Composite Index fell 10.02 percent. The Dow Jones Industrial...

Tuesday, April 1, 2025

The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...

Saturday, March 8, 2025

The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...

Thursday, February 13, 2025

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it...

Tuesday, February 11, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Friday, January 31, 2025

Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...

Sunday, January 26, 2025

If you’re thinking about enrolling in Medicare Advantage, now's the time. Medicare Advantage plans, also known as Part C or MA plans, are offered by Medicare-approved private companies that must follow the rules set by Medicare. The...

Sunday, January 12, 2025

Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997–98. Last year didn’t start out so optimistically though. The list of worries among...

Wednesday, December 25, 2024

With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape. This transition period offers both challenges and...

Tuesday, December 17, 2024

As we step into the promise of 2025, it's the perfect time to refresh our financial outlook and align our strategies with the opportunities that lie ahead. The start of a new year invites us to reflect on our progress and set...

Sunday, December 1, 2024

The Map is Not the Territory in Retirement When you're planning a long and complicated journey, it's always a good idea to follow a map. But sometimes even a sophisticated map, like your phone's GPS, doesn't have all the data you need...

Saturday, November 30, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Wednesday, November 27, 2024

Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024 In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate cut...

Saturday, November 9, 2024

Now is a great time to examine Medicare enrollment and the features offered by both traditional and Medicare Advantage plans. It’s also a good time to investigate how Medicare has changed since last year. For instance, did you know...

Friday, November 8, 2024

One of the more contentious elections in recent years has ended with Donald Trump elected to the first nonconsecutive presidential term since Grover Cleveland in 1892.1 Similarly, the Republican Party took control of the Senate, while...

Friday, November 8, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

Saturday, September 14, 2024

Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside,...

Thursday, August 29, 2024

Now the only question is, “How much will short-term interest rates drop in September?” At his annual speech to global central bankers in Jackson Hole, Wyoming, Fed Chair Powell laid out a strategy to cut short-term interest rates, but...

Monday, August 12, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, March 20, 2024

WHAT I THINK OF RETIREMENT Presented by Walter Roop CLU, RHU When I think of retirement, I think of spending every 90 days traveling to different places with my wife tasting exotic cuisines. I want to go fishing in Alaska with my son...