News & Resources
New Tax Bill
How Trump’s Megabill Will and Won’t Change Your Taxes
The just-passed tax-and-spending package provides certainty for filers for the first time in years.
Latest Posts
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Stay the Course
In times of uncertainty, it’s natural to feel overwhelmed — especially when headlines are loud, m…
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Volatility, the Economy, and the Markets
The first two and a half months of 2025 have been a whirlwind for the financial markets, with sig…
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2024 Annual Market Review
2024 Annual Market Review After a 26% total return from the S&P 500® Index in 2023, few predi…