Blog
Stay informed on the things that could influence your financial picture the most.
We offer research and articles.
January 5, 2026 Weekly Market Insights
Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.
New Retirement Contribution Limits for 2026
Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2026 tax strategy.
Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor.
December 22, 2025 Weekly Market Insights
Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.
Best-Performing Asset Classes
According to Yale University’s Crash Confidence Index, only about 40% of investors are confident the stock market will not crash sometime during the next six months.