This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes.

Head over to our recent blog post for more information.

Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

Here is my traditional holiday post. Happy Holidays!

Head over to our recent blog post for more information.

Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!

Not all tax planning moves can wait until next spring. Here are some things to consider now.

It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

Interested in learning more about our firm? Click here to schedule a call!