Resources
Articles
October 2025 Quarterly Update
The third quarter delivered another blend of volatility, opportunity, and shifting leadership. After a strong rally through July and August, markets extended gains into September with key indices setting fresh highs. Much like Q2, broad participation was exhibited: while Mega-cap tech continued to dominate, smaller and Value stocks finally mounted comebacks.
Health Coverage Deadlines: What to Know for Marketplace and Medicare Enrollment
Fall isn’t just pumpkin spice season—it’s also open enrollment season. Whether you’re applying through the Marketplace or reviewing Medicare options, Q4 is filled with important deadlines that impact your 2026 coverage.
Max Contributions: Topping Off Retirement, Education & Health Accounts
As the end of the year approaches, it’s a great time to check in on your contribution levels. Whether you’re building for the future or reducing your taxable income today, maximizing your contributions can give your money the momentum it needs to grow.
Tax Planning: Roth Conversions, Tax-Loss Harvesting & Income Timing Strategies
The fourth quarter is a great time to take a closer look at your tax picture—before deadlines sneak up. Smart planning now can reduce your 2025 tax burden and ensure you’re putting your money to work in the most efficient way possible.
RMD Reminder: Why Timing Matters for Year-End Distributions
If you’re age 73 or older (or inherited a retirement account), it’s time to start thinking about Required Minimum Distributions (RMDs). These mandatory withdrawals may feel like just another box to check—but when handled thoughtfully, they can also create opportunities for better tax efficiency and meaningful impact.
July 2025 Market Update
July 2025Market Update Category YTD 2024 US Large 6.2 25.0 US Small -1.8 11.5 Developed Markets ex-US 19.9 4.3 Emerging Markets 15.6 8.1 US Fixed Income 4.0 1.3 US High Yield 6.8 9.2 Source: JPMorgan Guide to the Markets. Data as of June 30, 2025. Performance in...
What the 2025 Tax Bill Means for You and Your Business
On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill,” a sweeping tax reform package that cements many of the 2017 tax cuts and introduces new provisions aimed at individuals, families, and businesses.
Estate Planning
Estate planning is one of the most important—and often overlooked—elements of financial wellness. Yet more than two-thirds of Americans don’t have an up-to-date estate plan, leaving their loved ones to navigate confusion, probate, or unintended outcomes.
Student Loan Updates for 2025
If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align with your charitable goals. Appreciated securities can be used in several strategic ways to support organizations you care about, all while thoughtfully managing your broader financial picture.
Charitable Giving
Charitable Giving Strategies for Appreciated Securities and Why Now’s the Time to Plan If you’ve built up assets that have grown in value over time, like stocks, mutual funds, or other investments, fall is an ideal time to start thinking about how those gains align...
Weekly Market Commentary
Market Commentary | December 1st, 2025
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
Market Commentary | November 24th, 2025
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
Market Commentary | November 17th, 2025
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.
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