Blog

SpaceX Shares Close Up 19%

SpaceX's latest developments have sparked significant market conversation. Here's what the Wall Street Journal (subscription required) and Vanguard are saying, and what it could mean for your portfolio. "SpaceX shares ended the day up 19% as investors worldwide...

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Big News + Planning for Big Milestones

Some exciting news!! Our very own Maggie got MARRIED this past weekend. We had the most incredible time celebrating her and her husband. All the wedding excitement got us thinking. A wedding is a big financial milestone a family can face, whether it's your own or...

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Beyond the News

Markets continue to surprise. Despite ongoing geopolitical uncertainty and a constantly shifting economic backdrop, the data keeps telling an interesting story. We are here to give you the most up to date info. Three Top Topics for the Week: SHOCKING GROWTH. With most...

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An April to Remember

Things are looking up! The S&P 500 gained 10.4% in April for its best month since November 2020(+10.8%). April was the 27th best month in the S&P’s history since 1928 and the 4th best April on record. Historically, gains of 5%+ in April have been followed by a median gain of 2.2% in May, which is double the norm.

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A Head Start on Next Tax Season

With tax season behind us, this is a good time to look ahead and evaluate planning opportunities for the year ahead. Two areas that may be worth reviewing are Health Savings Accounts (HSAs) and Roth strategies, both of which can play an important role in long-term tax...

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4 lasting impacts of the Iran war

As global events continue to unfold, staying grounded in long-term planning is key. This article from our strategic partner, Capital Group, highlights several potential long-term impacts of the conflict in Iran. Providing helpful perspective on how geopolitical events...

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