Blog

AI is transforming the American heartland

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...

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Thinking About Retirement? Remember PUSH

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...

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Tax moves you can make now!

Time for a 2025 update on Tax Cuts and Jobs Act (TCJA) of 2017. This is the tax code that is set to expire on December 31, 2025. Should Congress do nothing, TCJA will revert back to the previous (higher) tax code. There is no consensus on what will happen in...

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There are always reasons not to invest

Imagine going back in time to New Year’s Day 2020 and learning in advance about the biggest events over the next five years. The COVID-19 pandemic. A steep bear market. Inflation above 9%. Wars in Ukraine and the Middle East. A trade war with China. Political...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?