11/07/2025
October marked the sixth straight month of gains for U.S. markets, with the Nasdaq gaining 4.70% and the S&P 500 climbing 2.27%, powered by strong Q3 corporate earnings that overcame government shutdown concerns and trade tensions. The Fed delivered a quarter-point rate cut on October 29, though Chair Powell signaled a December adjustment wasn't a "foregone conclusion." As families prepare for Thanksgiving, last year's feast for 10 averaged \$58.08, with the turkey alone representing 43% of the total cost at \$25.67.
Monthly Market Insights | November 2025
Monthly Market Insights | November 2025 U.S. Markets Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines. The Standard & Poor...
11/05/2025
What did it take to become the richest man in Babylon?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
11/03/2025
The average college senior graduates with credit card debt. How will your kids manage money?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
10/29/2025
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
10/27/2025
Attention Estate Executors: Do you know about the Alternate Valuation Date?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.
10/22/2025
When giving to charity, some make cash donations. Others want a more sophisticated strategy.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
10/20/2025
Do you know the risk factors that can lead to cognitive decline?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
10/15/2025
When considering a record keeping system for your business, you need to ask yourself some very important questions
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
10/13/2025
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.