Insights

December 4, 2025

Unpacking 2025 Market Returns

2025 has provided an excellent lesson in avoiding the temptation to predict from where market returns will come.

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

November 11, 2025

OBBBA Notice #5 – Schedule A Adjustments for High Income Earners

Those in the 37% income tax bracket and itemizing deductions face more adjustments in 2026.

November 5, 2025

OBBBA Notice #4 – Tis (Almost) The Season, and The Gifting Grinch is Coming in 2026

Charitably minded taxpayers that itemized deductions may want to accelerate gifts in 2025.

October 27, 2025

Annual Inflation Hits 3% in September

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

October 6, 2025

Market Review - 3rd Quarter 2025

Q3 2025 Performance and Timeline of Events