The holidays are a time for reflection, gratitude, and looking ahead to the new year.
In this short video, we share a holiday greeting and a few financial tips to implement before the year’s end.
Thinking of giving back this holiday season? This new article explores potential charitable giving strategies.
For a Fee-Only financial advisor, cybersecurity awareness is a fiduciary duty. Our commitment to prioritizing you includes safeguarding your digital life from every threat.
Almost all indexes moved higher in the third quarter. Markets are cheering the AI Revolution and the potential for earnings expansion. The S&P 500 was up nearly 8% and is now up 13.72% on the year. The Russell Midcap Index was up nearly 5% over the last three months and is now up 9.09% on the year. The Russell 2000 Index (Small Cap Stocks) had a huge quarter advancing 12.39%. Gold and Silver have continued a strong surge so far this year and have helped the commodity index post a gain of 9.38%.
Tax season is changing with the passage of the One Big Beautiful Bill Act. Read about its most important impacts on your family’s finances.