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Navigating Uncertainty In The Year Ahead
Market Perspectives After a Nervous Start to 2025 The financial markets experienced turbulence in the opening weeks of 2025, causing many to question whether they are navigating uncertainty sufficenintly. The S&P 500 initially declined 4.3% from its December 6...
How To Avoid Financial Traps
How can emotional awareness allow us avoid financial traps? Making smart investment decisions isn't just about knowing the markets—it's about understanding ourselves and how we react to information. Research shows that our emotions and thought patterns can often lead...
Does the National Debt Matter?
How does the $36 trillion national debt impact investors? According to the U.S. Treasury, the national debt is quickly approaching $36 trillion, which fuels concerns among investors and economists alike. This means the federal debt has nearly quadrupled since before...
CTA Filing Obligations For Business Owners
Are you a business owner? If yes, are you unsure if the CTA filing obligations apply to you? Let's take a closer look at which clients may be affected by this requirement, how to file, and the required information for the filing. Introduction TO: Owners of...
Even if you can pay for college, should you?
Let’s talk about college costs BEFORE you need to (proactive vs. reactive) and avoid the “we’ll figure it out when we get there” mentality. Remember, unlike retirement, you can’t move that goal post with college. College costs The sticker price is irrelevant! There’s...
Will The Election Hurt My Portfolio?
With the presidential election just two months away, the candidates’ economic policy platforms are only now beginning to take shape. Investors might be concerned about how each policy platform may impact the economy and financial markets. As with all elections, the...
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