Insights

January 20, 2026

Price Check in Early 2026

Some equities are expensive, but some are not. You have to know where to look.

October 27, 2025

Annual Inflation Hits 3% in September

Inflation data comes in lower than many economists expected yet still presents challenges.

July 7, 2025

OBBB Passed by Congress and Signed by President

President Trump signs new tax and spending bill into law.

September 27, 2024

Common Financial Moves as Rates Start to Decline

Help Navigating the Rate Environment

August 19, 2024

Planning for Tax Increases

Sunset of the Tax Cuts and Jobs Act is Looming

August 2, 2024

Gold Medals & Gold Investments

Should we “go for gold” in our portfolio?