Blog
Batter Up: It's Earnings Season
Over the next few weeks, investors will hear about the Q1 business climate from roughly 90 percent of Standard & Poor’s 500 companies. It’s called “Earnings Season,” and it happens four times a year.
Read MoreMake Time After Tax Time
Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future. Did you end...
Read More
Special Report: Middle East Conflict
As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?” Reacting to short-term volatility has historically proven more damaging than the events themselves.
Read More
2026 Federal Tax Updates
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but the OBBB has added to the process.
Read More
Shutdown Talk Adds to Wall of Worry
Have you ever heard the Wall Street adage, "Stocks climb a wall of worry"? It means that stock prices have historically trended higher when investors worry about economic issues, geopolitical uncertainty, or, in this case, a possible...
Read MoreShow All
New Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new retirement account contribution limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.
Read More
A quick glance at the latest tax law overhaul
A glance at the 'Big Beautiful Bill' Congress passed that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for individuals and businesses
Read More
Who's Right on Inflation? Fed, Shoppers, or Investors
Tracking inflation is like herding cats these days. Should you believe the monthly updates from the Bureau of Labor Statistics, what the Fed says about future prices, or your own experience at the grocery store?
Read More
Apply for Medicare early.
Anticipating your future medical costs can feel daunting. When it comes to your health, Medicare will most likely be an important part of your retirement strategy. It's important to understand when you can apply.
Read MoreSuper Bowl LIX: The Big Game is Big Money
The Kansas City Chiefs and the Philadelphia Eagles are set for Super Bowl LIX on Sunday, February 9. The Super Bowl has gone from a mere championship game to a cultural event, earning both national and international attention.
Read More
Invest with a Strategy to Pursue Your Dreams
“A goal without a plan is just a wish,” wrote French author Antoine de Saint-Exupéry in the 1942 classic, “The Little Prince.” In financial services, we like to say, “Investing without a strategy is just a dream.”
Read MoreWhat is the Social Security Fairness Act?
The Social Security Fairness Act eliminates the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These rules reduced Social Security benefits for retirees who receive pension income from non-covered employment.
Read MoreWhat will 2025 hold?
Now that 2024 has come to a close, America's current fiscal policy, geopolitical elements, and other factors may help shape 2025's financial landscape. This transition period offers both challenges and opportunities for investors.
Read More
US Companies Are the Innovation Leaders
I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has been remarkable, and it has spotlighted the fast-paced decision-making in the...
Read MoreIs Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline's tone is very...
Read MoreCyber Safety Tip: Update
Software updates can help prevent a cyberattack.
Read More
Oh No, Not Chocolate! Cocoa Prices Soar!
Soaring cocoa prices are a good example of how difficult it is to time the market
Read More
Medicare General Enrollment Ends on March 31st
The general enrollment period for Medicare goes from January 1st to March 31st. If you haven’t decided yet, your time is running out for the year. It may not be immediately clear what this specific enrollment period is for, as several...
Read MoreSuper Bowl Stats
Millions for 30 seconds: One of the highlights of the Super Bowl is seeing how creative the ads are. But that creativity costs: one 30-second spot costs a cool $7 million just for the ad time.2 Historic High: Ticket prices are...
Read MoreThe Valentine's Day Boost
As Valentine's Day approaches and Spring draws ever nearer, I thought it might be fun to look at the financial side of February 14. The day many consider the most romantic is also a sweet boost to our nation's economy. Check out...
Read MoreAdvice for Election Season
As I'm sure we all know, 2024 is a presidential election year.
Read MoreSEC Approves Bitcoin ETFs
In early January, the Securities and Exchange Commission (SEC) made it easier to own Bitcoin, by approving spot Bitcoin ETFs. This put a smile on some faces but is causing furrowed eyebrows on others.1 Some investors have wanted...
Read MoreThe Detroit Lions and Investing
It was hard to watch the Detroit Lions lose their chance at the Super Bowl Sunday night. The anticipation of the big game after so many years of futility, a fast start, the big halftime lead and the turnover on downs late in the...
Read More