A Firm Foundation for Lifelong
Financial Confidence
-
![Unlocking the Benefits of 401(k)s for Small Businesses]()
Unlocking the Benefits of 401(k)s for Small Businesses
Many small businesses still believe that 401(k) plans are too complex or costly to implement. It's time to challenge this misconception. Running a business is demanding, and managing employee...Read more -
![November Market Update]()
November Market Update
November update: Fed cuts, tech strength, and an uncertain outlook Recent weeks have brought significant developments from pivotal Federal Reserve policy shifts to breakthrough advancements in...Read more
Unlocking the Benefits of 401(k)s for Small Businesses
Many small businesses still believe that 401(k) plans are too complex or costly to implement. It's time to challenge this misconception. Running a business is demanding, and managing employee...
Read more
November Market Update
November update: Fed cuts, tech strength, and an uncertain outlook Recent weeks have brought significant developments from pivotal Federal Reserve policy shifts to breakthrough advancements in...
Read more
Weekly Market Update: 10/27/2025
Weekly update: Fresh data, big earnings, and the week ahead Markets moved through a surprisingly upbeat week with resilience, shrugging off Washington’s shutdown and finding just enough fresh...
Read more
Money on the Mind: How Financial Stress Impacts Mental Health
Money on the Mind: How Financial Stress Impacts Mental Health Money isn’t just about numbers on a balance sheet. It touches every corner of our lives: our choices, our relationships, even our sense...
Read more
Weekly Market Update 10/20/2025
Weekly update: Lingering shutdown, flying blind, and the week ahead The government shutdown dominated headlines last week, halting key economic data and leaving investors to rely on private signals...
Read more
Weekly Market Update: 10/13/2025
Weekly Market Update: 10/13/2025 The U.S. government shutdown dominated headlines last week, delaying key data and adding near-term uncertainty. Still, markets held up on hopes for a “Goldilocks”...
Read more
Weekly Market Update: 10/06/2025
Weekly Market Update: 10/06/2025 Last week brought plenty of drama. Stocks hit record highs on unabated AI enthusiasm, the Fed hinted at more rate cuts, inflation showed signs of cooling, and a...
Read more
Understanding Roth Conversions: Is Now the Right Time for You?
Understanding Roth Conversions: Is Now the Right Time for You? Roth IRA conversions have become one of the most talked-about financial planning strategies in recent years. With changing tax laws,...
Read more
October Market Update
October update: Fed eases, U.S. economy perseveres It’s been an active month for the markets, with stock indexes hitting new highs and the U.S. economy indicating notable resilience. Recent...
Read more
Weekly update: Lower rates, resilient consumers
Weekly update: Lower rates, resilient consumers Last week delivered a mix of steady progress and fresh challenges for the U.S. economy. The Federal Reserve's dovish policy move signaled a shift...
Read more
4 Key Year-End Strategies for Your Financial Planning
4 Key Year-End Strategies for Your Financial Planning The kids are back to school, the temperatures are dropping and plans are being made to close out 2025. As the year swiftly approaches its end,...
Read more
Weekly Market Update: 9/15/2025
Weekly Market Update: 9/15/2025 Wall Street rallied last week as hopes for a Federal Reserve rate cut gained momentum, with stocks, bonds, and currencies responding to softer jobs data and...
Read more
Weekly Market Update: 09/08/2025
Weekly Market Update: 09/08/2025 As September begins, financial markets and U.S. economic activity are being influenced by record-high equity valuations, growing optimism for potential Federal...
Read more
Why it’s Time for Millennials to Create Their Estate Plan
Why it’s Time for Millennials to Create Their Estate PlanWhen most people hear the term estate planning, they picture retirees with significant wealth, multiple properties, or business interests....
Read more
September update: Stock market rally, cautious consumers
September update: Stock market rally, cautious consumers August delivered fluctuations in U.S. markets, with rallies and pullbacks driven by shifting Fed policies, durable earnings, and stubborn...
Read more
Investing with Clarity: Understanding Your Options
Let’s face it, investing can feel intimidating. There’s a lot of terminology, plenty of options, and no shortage of opinions out there. But the truth is, investing doesn’t have to be complicated....
Read more
Weekly Market Update: 8/18/2025
It’s certainly been an eventful time for the economy and stock market. Markets are hitting record highs, but inflation and policy uncertainty are tempering expectations for near-term rate cuts....
Read more
Market Timing vs. Time Horizon: Why Staying the Course Matters More Than Perfect Timing
We get it. When markets move fast, it’s tempting to think we should move faster. Whether it's a sudden dip or a rally making headlines, market timing can feel like the smart (or even necessary)...
Read more
Weekly Market Update: 8/11/2025
Tariff news once again dominated last week’s headlines amid major developments. Read on for highlights of what you should know. Stock Index PerformanceThe S&P 500 climbed by 2.43%.The Nasdaq 100...
Read more
The Big Beautiful Bill
With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands...
Read more
Back-to-School Tax Tips for Smart Savings
Navigate Back-to-School Chaos with Tax SavingsAh, the back-to-school season! It's that time of year when parents are knee-deep in supply shopping, shuttling to extracurricular activities, and...
Read more
Steel and Aluminum Tariffs: Essential Insights
Recent policy shifts have stirred concerns among consumers and businesses alike, with rising prices and economic uncertainties looming large. Among these policy changes, the steel and aluminum...
Read more
View more
Ready to Build Your Financial Future?
Fill our our simple introduction form and we'll be in touch to set up a Discovery Meeting.
