It’s been a tough year for investment markets. The S&P 500 is down -8.47% year to date. You wouldn’t be human if you didn’t fear loss. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. There...
The quarter ending March 31, 2025 seems like eons ago. Quick review: S&P 500 stocks was down 4.3%, International (DM) Developed Markets was up 7.0% and US Bonds was up 2.8%. Being well diversified was key in the first quarter of 2025. The most recent topic is...
How are your 2024 taxes going? We’re already thinking ahead. Our goal? To make your 2025 tax season a whole lot less taxing. Check out the video above for a few smart strategies you can start using now to set yourself up for smoother filing later. What you’ll learn:...
So far in 2025, five of the so-called Magnificent Seven tech stocks that have invested aggressively in Artificial Intelligence (AI) — Apple, Microsoft, NVIDIA, Amazon and Alphabet — declined, lagging the broader S&P 500 Index through March 25. Two developments...
We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...
