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Check out the latest insurance happenings, information about our workshops and important news that might impact your health insurance, retirement or investments. So keep checking in. We’re glad to have you reading along.
The War in Iran’s Investment Impacts
As widely reported in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed
The Labor Market
The state of the economy matters deeply to long-term investors, as it directly influences portfolios and financial plans. Recent data has delivered mixed signals, leaving many investors uncertain about
AI Disruption, Opportunity, and the Future of Work
Fifteen years ago, Marc Andreessen famously said that “software is eating the world.” At the time, that idea felt bold. Today, it feels obvious. Nearly every industry has been
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
7 Investment Themes to Watch in 2026
The stock market finished 2025 with double-digit gains for the sixth time in seven years. Apart from the 2022 downturn caused by inflation concerns, this impressive run has strengthened
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
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
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
The White House Announces New Tariffs
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S.












