- The S&P 500 and Nasdaq closed at record levels last week
- Interest rates have dipped as Trump’s cabinet takes shape
- Huge retail sales numbers and strong corporate
This week’s insight zooms in on one of 2024’s most popular investments: bitcoin.
The world’s largest crypto asset has been in the news for years on end, but its
- Learn about the right mix of insurance policies for your business, including safeguarding against emerging risks
- Sufficient insurance can be a cornerstone of
This week’s insight looks at the new retirement plan contribution limits for 2025 and why you should have a bit more confidence about where tax rates may go.
It
- Investors were relieved by a decisive election outcome and the prospects of lower taxes and regulation under Trump 2.0
- The Federal Reserve also cut interest
This week’s insight takes aim at how lawmakers sometimes use inflation against taxpayers (imagine that!).
The end of 2024 is in sight. It’s been a great last two
This week’s insight is about saving money by allowing insurance companies to spy on you and your family. A scary thought…on the surface.
Technology works wonders
- Proactive tax planning is essential for small business owners looking to reduce their long-term tax obligations
- Big changes could be on the way at the end of
This week’s insight is a little morbid, but it is that spooky time of year after all…
I came across a recent Wall Street Journal article detailing how many
- The S&P 500 posted a positive September for the first time since 2019
- Utilities lead on the year as the bull market celebrates its second birthday later this
This week’s insight urges all of us to count our blessings and prepare for the next potential natural disaster.
Last week, Hurricane Helene gave us in the
- Legacy planning is crucial to a company’s long-term success and your financial future
- Documenting your values, a business succession strategy, and regular check
