Your Guide to Smarter Financial Choices

Is now a good time to rebalance your portfolio? Or invest cash sitting on the sidelines?  During the second half of 2024, we shared that: * Equities/stocks were significantly overvalued based on...

Even before recent events, we identified signs of overvaluation in equities and anticipated a market correction. As we've shared before, markets priced to perfection are vulnerable to shifts in...

US Market are getting more volatile. Tariffs have certainly been part of it, but what we have been focusing on with our clients are equity valuations.  This is a chart form JPMorgan that we share...

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do...

Deep Dive Into January's Financial LandscapeAs we embark on 2025, financial markets have shown a blend of resilience and volatility. January unfolded with key economic data, earnings reports, and...

2025 Annual Limits Relating to Financial Planning...

Social Security Fairness Act Increases Benefits Under the Social Security Fairness Act signed by President Biden on January 5, 2025, almost 3 million Americans will receive a boost to their Social...

Major U.S. Equity Indexes: A Mixed DecemberIn December 2024, the U.S. equity markets presented a mixed picture. Notably, megacap tech stocks shone brightly, whereas industrials faced declines. The...

As we step into 2025, Financial Wellness Month in January serves as a crucial time to take control of your financial health. With the New Year, there comes an ideal moment to reflect on personal...