What's New for Taxes in 2025?
Tax updates for 2025 reflect moderated inflation and include a larger catch-up contribution amount for some, while the scheduled sunset of the Tax Cuts and Jobs Act leaves room for future changes.
Giving Thanks Through Giving Back: A Thanksgiving Guide to Charitable Giving
This Thanksgiving, embrace the spirit of gratitude by giving back in meaningful and strategic ways.
Q3 Market Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame
The S&P 500 hit record highs while the Nasdaq lagged. The Fed cut interest rates for the first time since 2020, and both small cap and value stocks outperformed this quarter.
Election Year Markets: Insights from the Past
As the 2024 election approaches, we explore how past market reactions around elections might inform our perspective today.
How Much Impact Does the President Have on Stocks?
Do presidential elections sway the stock market? History shows long-term growth persists, no matter who’s in office.
Don’t Get Fed Up
Is Fed news a reliable guide for investments? Markets often price in expectations ahead of official announcements.