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…
As we embrace the fresh energy that spring brings and look ahead to summer, May is the perfect time to revisit the conversations that matter most—those that strengthen and protect your family’s financial future. Have you ever considered a family meeting as a part of…
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…
The recent market sell-off and volatility has served as a powerful reminder of the importance of a disciplined, diversified investment approach. While sharp market movements can be unsettling, they also highlight the value of a portfolio built to weather a variety of economic conditions. Why…
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….
We want to keep you informed about important changes to Social Security benefits that may impact you or someone you know. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act into law, bringing significant changes to the way Social Security benefits…
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…