Resources

2026 Outlook

2026 Market Outlook

Hello 2026!  It’s that time of the year when market analysts dust off their crystal balls to predict what the year ahead will hold. The

Financial Check List for the New Year

The start of a new year brings great feelings of opportunity, optimism, and a fresh new start to everything we put off last year. Many

Charitable Givings

Charitable Gifting Strategies that Pay Off

As we close 2025, many are looking to make charitable gifts or donations to organizations that we care about.  With some tax planning, these gifts

Inflation adjustments

2026 Inflation Adjustments

As we near the end of 2025, the IRS has announced the new inflationary figures we can plan to see in 2026. On October 24th,

long term investment

Glad and Sad Parable

There is a story of a group of young men in a far-off land who sincerely wished to become wealthy.  Accordingly, they traveled deep into

Government Shutdown

22ⁿᵈ Government Shutdown

Our current U.S. government shutdown is the 22nd recorded since 1976. So far, the stock market has shrugged off the shutdown as unconcerning. Perhaps traders

2025 Tax Savings Opportunities

The state and local tax (SALT) deduction allows taxpayers who itemize their deductions to reduce their federally taxable income for qualified expenses paid to state

Trump Accounts Explained

The One Big Beautiful Bill Act (OBBBA), also known as H.R. 1, was passed by Congress and signed into law by President Trump on July

Q3 2025 Economic Outlook

What a year 2025 has been so far!  We started the year with the economy contracting in the first quarter by -0.5% GDP (Gross Domestic

Trump’s Big Beautiful Bill

On Friday July 4th, 2025, President Trump signed a large new tax provision called the “One Big Beautiful Bill” Act (also known as H.R. 1).

2026 Outlook

2026 Market Outlook

Hello 2026!  It’s that time of the year when market analysts dust off their crystal balls to predict what the year ahead will hold. The

Financial Check List for the New Year

The start of a new year brings great feelings of opportunity, optimism, and a fresh new start to everything we put off last year. Many

Charitable Givings

Charitable Gifting Strategies that Pay Off

As we close 2025, many are looking to make charitable gifts or donations to organizations that we care about.  With some tax planning, these gifts

Inflation adjustments

2026 Inflation Adjustments

As we near the end of 2025, the IRS has announced the new inflationary figures we can plan to see in 2026. On October 24th,

long term investment

Glad and Sad Parable

There is a story of a group of young men in a far-off land who sincerely wished to become wealthy.  Accordingly, they traveled deep into

Government Shutdown

22ⁿᵈ Government Shutdown

Our current U.S. government shutdown is the 22nd recorded since 1976. So far, the stock market has shrugged off the shutdown as unconcerning. Perhaps traders

2025 Tax Savings Opportunities

The state and local tax (SALT) deduction allows taxpayers who itemize their deductions to reduce their federally taxable income for qualified expenses paid to state

Trump Accounts Explained

The One Big Beautiful Bill Act (OBBBA), also known as H.R. 1, was passed by Congress and signed into law by President Trump on July

Q3 2025 Economic Outlook

What a year 2025 has been so far!  We started the year with the economy contracting in the first quarter by -0.5% GDP (Gross Domestic

Trump’s Big Beautiful Bill

On Friday July 4th, 2025, President Trump signed a large new tax provision called the “One Big Beautiful Bill” Act (also known as H.R. 1).