This episode provides a market update through December 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years."

Happy Holidays!

Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through November 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

Not all tax planning moves can wait until next spring. Here are some moves to consider now.

Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.

Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63!

Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through September 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

After 8.7% for 2023 and 3.2% for 2024, the SS inflation adjustment for 2025 is expected to be around 2.5%; finalized on October 10.

Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!