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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?

With the election results in, TCJA sunset thinking may change.

Tax-Advantaged Giving Anyone? There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand. With a little planning, however, you can help your organizations and lower your tax bill. What Constitutes a “Gift” to Charity From a Tax

What’s the #1 service people wish their financial advisor would provide? Tax planning According to a recent survey, 90% of the nearly 1,600 investors surveyed wish their advisor would help them reduce their tax bill via tax planning.  People like to save money on their taxes – who knew?  And with year-end approaching, the clock is