Yesterday, on March 3, 2025, as it became clear the deadline for a tariff deal would pass without a deal, the S&P 500 index fell by 1.8%, reflecting investor concerns over the economic repercussions of the trade policies.

In 2024, the initial view was that the Fed would have several cuts throughout the year. However, inflation remains stubbornly high, and each inflation report has caused the Fed to hold rates steady with no cuts in sight for the time being.

Yes, it is true, Congress found some common ground and accomplished something that is (mostly) beneficial to taxpayers. Just before ringing in the new year, President Biden signed a new bill into law, known as SECURE 2.0. SECURE 2.0 brings significant changes to retirement accounts, many of which will affect our clients and their finances. […]

Even conservative financial instruments like life insurance need to be monitored.

The strong US stock market has led to a number of developments which are of concern to any seasoned market participant. And we have been here many times before.

Universal basic income (UBI) is a concept attracting support ranging from political candidates to tech billionaires.

Is FIRE, Financial Independence, Retire Early, a good idea?

Lessons learned while fishing apply to investing as well.

There are financial costs to having pets and this is a good example.

A town built by a company may be a thing of the past but a livelihood dependent on one industry still impacts many communities and lives.