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Thinking Critically about Gold and Silver in an Investment Portfolio

Precious metals including gold and silver have experienced significant gains over the last two years, drawing considerable investor interest. With gold recently crossing $4,700 per ounce and silver trading above $90 per ounce, both metals have reached historic price levels. These impressive returns may prompt some investors to consider adding these assets to their portfolios.

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Taxes & Refunds Update

I wanted to share an important update that could impact how you pay taxes or receive refunds. On March 25, 2025, a federal executive order was signed that requires government agencies, like the IRS and Social Security Administration, to stop using and accepting paper checks for disbursements and payments by September 30, 2025. What this means

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July Economic Developments

July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. Before we get started, we hope you’ll check out some of our more recent, detailed insights. We’ve had a lot of questions around why it’s important to develop financial plans that incorporate

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Social Security – Is it even worth it to plan for?

For nearly nine decades, Social Security has served as a cornerstone of American retirement security. However, as demographic shifts reshape our society, questions about the program’s long-term viability have become increasingly prominent. While Social Security remains a vital component of retirement income, it represents just one element of comprehensive financial planning. Given today’s economic and

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Tariffs, Policy, and Trade

The markets have retreated recently as new tariffs take effect. President Trump has implemented tariffs on Canadian, Mexican, and Chinese imports, contrary to hopes for extensions or negotiated agreements. Further tariff actions are anticipated in the coming months, including reciprocal measures against nations that levy duties on American products. Market participants are concerned that escalating

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October Market Update and November Election Result Information

I hope all is well with you. I’m reaching out today with a timely overview of October market and economic developments. Politics today is a polarizing topic and generates a lot of emotions for investors. A week has passed since the election and we’re been analyzing the quantitative data surrounding presidential elections. Later this week

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