This year, the longest day is June 20th. Each year on The Longest Day—also known as the Summer Solstice—people around the world come together to fight the darkness of Alzheimer’s. It’s a powerful reminder that even on the longest day of the year, when the…
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t materialize soon — the lesson is clear: in…
We always aim to keep you informed, and this recent commentary from Brian Westbury at First Trust offers a helpful perspective worth sharing. Back on January 10, 2025, it cost $1.024 to buy one Euro. Last Friday, the $/Euro exchange rate was $1.125 – a…
We’re pleased to share some insights from Brian S. Wesbury, Chief Economist at First Trust. Is the US already in recession? Probably not. But in the first quarter, real GDP is very likely to have a minus sign in front of it. Yes, a negative reading for real…
As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift…
For the 2024 tax year (the returns you’re filing in 2025), the IRS has introduced a mix of inflation adjustments and other rule changes that may affect your tax filing. Here are seven updates to be aware of while working on your 2024 return. 1….
Happy New Year! As we welcome 2025, we wanted to take a moment to reflect on the past year and share our gratitude for the trust you place in us as we help guide your financial journey. 2024 was a year of growth and learning…
Last week, I had the opportunity to visit our nation’s capital for LPL Financial’s Achieve conference in Washington, D.C. Achieve is an exclusive, invitation-only women’s leadership conference designed for top LPL women financial advisors. During the event, I had the privilege of visiting Capitol Hill…
As we recognize Long Term Care Awareness Month, it’s an ideal time to reflect on how we can prepare for the future in a way that ensures comfort, stability, and security—both for ourselves and our loved ones. While the subject of long-term care can feel…
A letter from Kim, As many of you know, October is Breast Cancer Awareness Month- Many of us have been touched by cancer in some way, whether personally or through a loved one, and it’s a reminder of how precious and fragile our health can…