Understanding U.S. Trade Tariffs
Global trade uncertainty is shaking markets in early 2025. U.S. tariffs on imports are driving the noise and consumers, businesses, and investors need to prepare. What are tariffs? What do they mean for you? Let’s explore further.
3 Reasons You Need A Financial Plan
Whether you’re aiming to build your first $100,000, secure your retirement, or look beyond yourself with legacy or charitable planning, engaging in financial planning with a Certified Financial Planner™ can improve your effectiveness in achieving your goals.
Turn Your HSA into a Powerful Retirement Fund
An HSA offers unmatched tax benefits and investment potential, making it one of the smartest ways to save for both healthcare and retirement.
Maximize Your Savings Strategy
As the year wraps up, there’s no better time to review your savings strategy make positive changes.
Stock Spotlight – Cava Group, Inc. (CAVA)
Cava Group, one of our newer holdings, has been performing very well as of late. We will cover this recent performance, as well as giving an overview of the company and looking at the earnings report they just released in today’s Stock Spotlight.
New Rules for Inherited IRAs
This article explores the recent IRS regulations on inherited IRA accounts.
VIX Spikes to Historic Highs Amid Volatile Summer Market
Last week, the VIX spiked to historic highs amid a massive market selloff, but just as fast as the VIX spiked, it has retraced back to normal levels.
Building A Core Retirement Plan
If you’re serious about your finances and thinking about retirement, having a written retirement plan in place is critical.
Earnings Uncertainty Hits Tech Giants at Critical Market Juncture
Heading into earnings season, the rapidly growing tech stocks that have led the market are being heavily sold off, and it appears as though small caps as well as value stocks are rotating back into the market.
Don’t Get Wiped by Wash Sales
Getting a tax break when you sell a declining investment is one of the few upsides of seeing an investment underperform. So, you wouldn’t want to lose that tax break by triggering an IRS rule called a “wash sale”.