FEATURED NEWSLETTER
3rd Quarter 2026 Economic Update
October 2026
Our 3rd Quarter 2026 Economic Update highlights key market trends, including stock market performance, inflation, interest rates, and rising energy costs. We also share our outlook for the remainder of 2026 and discuss the importance of maintaining a disciplined, long-term investment strategy amid changing economic conditions.
3rd Quarter 2026 Economic Update
October 2026
Our 3rd Quarter 2026 Economic Update highlights key market trends, including stock market performance, inflation, interest rates, and rising energy costs.
Proactive Year-end Tax Planning for 2026 and Beyond
September 2026
As 2026 comes to a close, now is the time to take a proactive approach to your tax planning!
Estate Planning Essentials
June 2026
Estate planning is one of the most important steps individuals and families can take to protect their finances, healthcare decisions, and loved ones.
Practical Tax Planning Strategies for Investors
May 2026
Growing your portfolio is only half the battle — keeping more of what you earn is the other.
Quarterly Ecomonic Update - Q1 2026
April 2026
Q1 2026 began with record highs for the S&P 500 and Dow, but a turbulent March left both indexes down roughly 4–4.6% for the quarter.
Market Volatility: What to Know and What Not to Do
March 2026
This report provides a clear, practical guide to understanding market volatility and how to navigate it with confidence.
Helpful Information for Filing 2025 Taxes
February 2026
This report provides a comprehensive overview of key tax updates, strategies, and planning opportunities to help guide you through filing your 2025 taxes while preparing for 2026.
Quarterly Economic Update – Q4 2025
January 2026
This quarterly update, originally released in January, provides a snapshot of how markets closed out 2025 and the key factors shaping the outlook for 2026.
Welcome to 2026
January 2026
This newsletter kicks off the new year with a strong outlook and a clear path forward.
Investing is a Long-Term Pursuit
November 2025
In a world of instant gratification and get-richquick trends, it’s easy to forget that investing as a long-term pursuit has been proven over time to be a more successful and reasonable strategy.
Quarterly Economic Update
Third Quarter 2025
Despite economic uncertainty, equity markets reached new highs in 2025.
Proactive Year-End Tax Planning
September 2025
This year-end tax report focuses on proactive opportunities for tax reduction. As financial professionals, we want to help you with tax-planning for the upcoming year.
Decoding the One Big Beautiful Bill Act
August 2025
This article breaks down some of the key points of the One Big Beautiful Bill Act (OBBBA) including permanent changes to tax brackets, standard deductions, and mortgage interests.
Quarterly Economic Update
July 2025
In this 2nd Quarter newsletter, review the current market, inflation, interest rates, the bond market, and treasury yields. Also, a new tax law called the One Big Beautiful Bill Act was passed.