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Friday, September 12, 2025

Just before the July 4th holiday, Congress passed a domestic policy bill 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...

Thursday, August 29, 2024

Tuesday, July 30, 2024

We’re living longer. Are we investing wiser? As our generation faces its golden years, we’re learning more and more about trends in aging and trends in investing. With a significant portion of the population maturing and retiring, the...

Monday, June 24, 2024

It’s natural to be concerned about how a market decline might affect your current investments, but now is not the time to make any spur-of-the-moment moves.

Tuesday, May 7, 2024

Let's start this email with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The...