Jul 18, 2025 | Financial Planning, Investment Planning, Retirement Income Planning
Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement. While Social Security is...
Jul 17, 2025 | Investing, Investment Planning, Markets
One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when they are struggling. New developments in the stock market, cryptocurrencies, commodities, and other...
Jul 9, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Tax Planning
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act permanent, raising state and local tax...
Jul 7, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced many...
Jun 10, 2025 | Investing, Investment Planning, Markets
For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years....
Jun 4, 2025 | Investing, Investment Planning, Markets
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns about U.S. fiscal health. While many reports continued to...
