Feb 24, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning
After nearly a year of trade policy uncertainty, the Supreme Court’s ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the case in Washington, when one chapter closes, another opens. President Trump has already...
Feb 19, 2026 | Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets, Risk Management
The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent mixed signals, leaving some investors unsure of what to make of the current environment. However, just as...
Jan 8, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics and Federal Reserve policy. While headlines created...
Jan 6, 2026 | Investing, Investment Planning, Markets, Risk Management
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military successfully conducted an operation that detained Maduro on charges related to drug trafficking...
Jan 2, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April’s tariff announcements, ongoing developments in artificial intelligence stocks, the passage of...
Nov 10, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management
In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks, bonds, and international investments, investors continue to worry about artificial...
