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When Wall Street is not equal to Main Street

 A new year offers a natural reset – and when it comes to your finances, the first 90 days of the year are an ideal time to get organized, take advantage of planning opportunities, and set the tone for the year ahead.  This checklist highlights key areas to review early so you can move through

Markets Continued Their Rally Global risk markets maintained their positive trajectory through the end of the third quarter. In fact, broad indexes for U.S. stocks, international stocks, many cryptos and even core fixed income were all up single digits. Gold even rallied double digits for the quarter despite having been mostly flat from mid-2020 through

On July 4, 2025, the One Big Beautiful Bill Act (abbreviated OBBBA) was signed into law. This piece of legislation brings major changes across federal tax, spending, health, and social policy—and education is no exception. For students, families, and institutions, the new law reshapes how federal student aid works, how students will navigate taking out

New Law, New Landscape: Navigating the Big Beautiful Bill’s Financial Impact In a landmark moment for tax and social policy, the One Big Beautiful Bill Act (OBBBA) has now become law. Signed by President Trump on July 4, 2025, this sweeping legislation revamps many elements of the Tax Cuts and Jobs Act (TCJA), delivers new

A Solid First Half of the Year Despite an otherwise choppy start to the year, equity markets have had quite an incredible rally from the lows tested in early April. Broad-based US equities experienced low single digit returns with small caps still remaining negative for the year. International markets are largely up double digits with

2025 in Full Swing – Volatility Has Arrived So far, 2025 has been off to a rocky start with market downside accelerating in recent trading dates.  From the peaks in February, the S&P 500 alone is down about 17.5%. Tariffs took the spotlight and overshadowed an otherwise positive jobs report on Friday, April 3rd that

Homeowners across the country have witnessed a sharp rise in property values over the past decade. With higher property values come higher property tax bills. While appealing property valuations for tax purposes is often a priority in a rising market, it’s just as crucial to consider doing so if the market declines. For those that

A Look at Tariffs, Market Swings, and the Power of Patience. Have You Checked Your Portfolio Lately? With the recent tariff news and economic uncertainty, it’s understandable if you are nervous.  But should you be worried? The past month has been filled with a flurry of negative economic news, leaving many investors on edge. What

An enormous Social Security change just happened. Are you one of the 3 million this impacts?