Your personalized Web Portal is a fully secure, central location where you can:
Know someone looking for a fresh perspective to their financial future? Send them a personalized note for a complimentary consultation with us.
Market Update: Q1 2025 With Q1 2025 now behind us, markets have navigated a shifting terrain of opportunities and uncertainties, driven by a new Trump administration’s push for tariffs, tax cuts, and deregulation. We are witnessing a significant global economic transition, marked by a new U.S. administration under President Trump, which has launched initiatives including…
Details
Market Rundown 2024 As we close out 2024, markets reflect a year of profound global and economic shifts. The inauguration of a new U.S. president has introduced policy shifts to address persistent economic challenges, such as inflation control, infrastructure investment, and energy transition. These efforts are expected to shape domestic markets and influence global trade…
Details
Market Rundown Q3 2024 As we approach the final stretch of 2024, the crispness of fall sets in, leaves drift to the ground, and daylight fades a little earlier each day—definitely a shift in mood. While the cool air marks the season’s change, one reassuring constant remains: the markets continue to show resilience and growth.…
Details
In today’s world, it’s important to plan your finances wisely. Creative charitable giving strategies, such as Qualified Charitable Distributions (QCDs) are a way to increase your charitable impact while reducing potential taxes. What’s a Qualified Charitable Distribution (QCD)? It’s a direct transfer from your IRA to a qualified charity that counts towards the money you’re…
Details
Losing a loved one brings a flood of emotions that can make tasks like managing financial obligations feel overwhelming. This checklist is designed to help you stay organized during this challenging time. Please feel free to share it with others who may need support as well. Remember, you don’t have to navigate this journey alone.…
Details
Required minimum distributions (RMDs) can be quite burdensome. The IRS mandates withdrawals from your retirement accounts, even if you don’t need the funds, potentially pushing you into a higher tax bracket. However, there are strategies to mitigate your RMD tax burden. Withdraw Early from Your IRA Taking larger distributions in the early years of retirement…
Details