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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.
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.
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.
7 Ways the Presidential Inauguration Affects Investors
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The stock market had rallied as much as 5.3% with dividends in the month following the
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
How Tax Proposals and the Election Impact Investors
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each
Stock Market All-Time Highs
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small
