The default category for blog posts.
Special Update: What Better U.S.-China Trade Relations Mean for Your Investments
The U.S. and China recently announced a trade agreement that reduces many of the tariffs that caused market concerns since April. This 90-day deal lowers U.S. tariff rates on Chinese
Read moreApril 2025 Market Review: Navigating Through Historic Volatility
The markets in April experienced remarkable turbulence as investors processed new tariff announcements. Despite the S&P 500 experiencing a dramatic 12% decline at one point during the month, it recovered
Read moreConsumer Debt Trends: Navigating Financial Disparities in a Divided Economy
Consumer financial wellbeing serves as a crucial barometer for economic health. With consumer expenditures accounting for approximately 70% of total economic activity, consistent purchasing patterns have contributed significantly to better-than-expected
Read moreThe Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised tariffs on Chinese
Read moreThe Importance of Offense and Defense in Challenging Markets
Global markets have been rattled by escalating trade tensions and recession fears. As China implements reciprocal trade measures in response to new tariffs, investors worldwide are growing increasingly concerned about
Read moreUnderstanding Market Corrections and the Impact of Trade Policy
Recent market turbulence driven by trade policy concerns has pushed major indices toward correction territory, leaving many investors wondering about market stability. The technology sector has been particularly affected by
Read moreTax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls
Tax season is upon us, and with it comes the opportunity to make the most of your deductions and avoid costly mistakes. By preparing early and strategically, individuals and
Read more6 Questions Physicians Should Ask When Looking for a Financial Advisor
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
Read moreMaximizing Impact: Charitable Giving Strategies and Tax Planning Insights
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
Read moreWhat You Need To Know About 529 Plans
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read more