Mar 6, 2025 | Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets
Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are expected in the coming months, including...
Mar 6, 2025 | Financial Planning, Retirement Income Planning
Will your savings last as long as your retirement? It’s a pressing question that keeps many Americans awake at night – and for good reason. The changing political, economic, and market environments can all impact retirement plans. A record number of people...
Feb 24, 2025 | Financial Planning, Investing, Investment Planning, Markets
Recent market swings have highlighted a gap between how investors feel and how markets have performed. As the famous Warren Buffett quote suggests, it has often been wise to be “fearful when others are greedy and greedy when others are fearful.” While this can...
Feb 13, 2025 | Financial Planning, Investment Planning, Tax Planning
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the...
Dec 10, 2024 | Financial Planning, Investing, Investment Planning, Retirement Income Planning
Just like the famous writer Balzac once said, “our worst misfortunes never happen, and most miseries lie in anticipation.” This perfectly describes what happened in 2024. Many people worried about the economy crashing, the stock market falling, and...
Oct 30, 2024 | Financial Planning, Investment Planning, Markets
With just days to go until the presidential election on November 5, polls suggest it will be a close race between former President Donald Trump and Vice President Kamala Harris. Both candidates are campaigning hard in swing states, and investors may be worried about...
