Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received a
The death benefit of Life Insurance is paid out tax free normally if the owner and beneficiary are structured properly. You would assume that an Attorney or CPA
The Markets
How’s everybody feeling?
If you said, “Not great,” you’re not alone. There is an abundance of negative sentiment today. Many people – from consumers
The Markets
As the market turns...
When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another
The Markets
All eyes on the bond market.
The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for
The Markets
“If you can keep your head when all about you are losing theirs…”
The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp
Social Security is constantly evolving in an effort to better support Americans. Most of those changes tend to be gradual, such as the usual cost-of-living
When someone says they're "all in" with something, that's usually in a very positive context. It could be for exercise, diet, church attendance, a relationship
Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he
The Markets
Risk-on. Risk-off.
If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing, there is a risk-return
The Markets
The market whisperer…
Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair Jerome Powell soothed markets. He
The Markets
A correction and a bounce.
Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory. The Nasdaq Composite Index (Nasdaq) was
