01/07/2026
With the arrival of a new temporary senior deduction, those age 65 and older should start discussing ways to manage .... https://na2.hubs.ly/H02Jk5w0
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01/07/2026
With the arrival of a new temporary senior deduction, those age 65 and older should start discussing ways to manage .... https://na2.hubs.ly/H02Jk5w0
12/30/2025
Kevin Grogan breaks down why a softening labor market played a key role in the Fed's decision to cut interest rates. https://na2.hubs.ly/H02JkXx0
12/22/2025
Markets fared better than sentiment suggested this year, and 2026 could be even noisier. https://na2.hubs.ly/H02Jl1L0
12/19/2025
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2025. https://na2.hubs.ly/H02Jkrt0
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10/20/2025
How durable are today's U.S. mega cap companies? Many investors have noticed that just a handful of large U.S. companies https://na2.hubs.ly/H01BwKQ0
10/16/2025
In 2026 the OBBBA will bring important changes to the way charitable giving is treated. What you need to know. https://na2.hubs.ly/H01Bw1r0
09/30/2025
The next few years may be a good opportunity to purchase business equipment. It's all about the planning https://na2.hubs.ly/H015Mk10
09/25/2025
Are you 70.5 and older with an IRA? A qualified charitable distribution can help with your taxes. https://na2.hubs.ly/H015Mrf0
09/23/2025
What is a tax optimized investment and how can it save me on taxes? https://na2.hubs.ly/H015Nl20
09/18/2025
How do pre-tax accounts help avoid the tax torpedo? https://na2.hubs.ly/H015Mr80
08/21/2025
The S&P 500 notched new all-time highs in 10 of the 22 trading days in July. It's a remarkable rebound...https://na2.hubs.ly/y0S7kQ0
07/11/2025
the “One Big Beautiful Tax Bill" has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new. https://bit.ly/3ID1FdH
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