• The S&P 500 hit record highs, while the tech-heavy Nasdaq lagged the broader market.

• The Fed lowered interest rates by a half percentage point, its first reduction since 2020.

• Small cap stocks outperformed large caps, and value stocks beat growth for the quarter.

Tax loss harvesting is a strategic investment technique that can help reduce your tax liability by offsetting capital gains with realized losses, potentially improving your after-tax returns.

As an investor, it's crucial to understand various strategies that can help maximize your returns and minimize your tax liability.

What does the next president have to do with your investment portfolio over the long run? Lets roll the tape back into 1926 to see!

Annuities sound good, and maybe are for the right sitution, but you should know ALL of the details before you buy one. Check out our latest article to better prepare yourself, if you’re entertaining this product!

If you didn’t know, there are big changes coming in 2026 with your tax bill. Check out what changed in 2017 and big provisions that are expiring in 2025. Just to muddy the waters, don’t forget it’s an election year and anything can happen!

Mistakes happen! The goal is to not repeat them. But why do we think “this time is different” when it comes to investing? Take a quick read from my friends at Dimensional Fund Advisors on three specific mistakes that you may want to avoid.

You need to understand the money coming in and going out at a high level in your personal situation. Doing this 20 minute project can help make big changes in your spending habbits.

If you’re taking required minimum distributions and looking for a tax smart way to give, you need to explore the Qualified Charitable Distribution!

Roth conversions are something that should be regularly reviewed. It’s not a fit for everyone every year, but when the opportunity arises, it can be extremely beneficial in the long run. Check out some pros and cons in this month’s blog post!

It’s important to understand your options and the implications of saving in pre-tax or Roth. Which is better? There are many factors to consider and I lay them out in this month’s article.

Even as a financial professional, I needed some motivation from Dave Ramsey to get my financial life back and on track.

The 2022 midyear market review is now available!

The S&P 500 has lots going for it, but also it’s lacking for most people. Find out what I have against it and what I like!

Perhaps one of the biggest annual pains with 401(k)’s plans is right around the corner. Check out this article on how to best prepare for your annual audit.

Interest rates on saving accounts are currently continuing to climb with some banks offering north of 4% APY. Some may think, “Those rates are better than most of my investments have done over the past year!” So, should you stop your 401(k) contributions, cash out your other investments and put it into these types of accounts?

Healthcare costs can add up quickly, and for many people, it can be a significant financial burden. That's where a Health Savings Account (HSA) may come into your financial plan.

I have many clients that ask, “Do you think we are heading into a recession or are we in one?” And I always shrug my shoulders and say maybe, maybe not, but it shouldn’t matter for you if we are planning correctly for your personal situation.

It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process…

Every adult needs an estate plan. How complex that plan is depends on your needs. Partner with an estate planning attorney and CFP® Professional to craft the plan that’s necessary for you!

Finding an old 401(k), or two… or three of them, may seem a bit daunting. There are several steps you can take to retrieve it, but also be aware of pitfalls that an advisor may be able to help you avoid!