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November Newsletter – Planning for Healthcare in Retirement

Healthcare is one of the most underestimated expenses in retirement, and it’s only getting steeper.
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November Newsletter – The OBBBA and Charitable Giving

For high-income earners, time is now officially part of the tax equation. Thanks to the One Big Beautiful Bill Act (OBBBA), the rules for charitable…
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October Newsletter – Cybersecurity Awareness

National Cyber Awareness Month is the perfect reminder to shore up your defenses and recognize the red flags before a cyber scare becomes a financial…
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October 2025 Investment Commentary

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law, making permanent certain tax cuts originally enacted in 2017 that…
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October Newsletter – Government Shutdown

The U.S. government officially entered a shutdown as of October 1. While the headlines may sound unsettling, history shows shutdowns are more noise than signal…
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September Newsletter – Fed’s Rate Cut

After nine months on hold, the Federal Reserve delivered its first interest rate reduction of 2025. Fed Chair Jerome Powell characterized it as a “risk…
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August Newsletter – 529 Plans and Opportunities

Backpacks? Check. Notebooks? Check. Crayons, calculators, and lunchboxes? Check, check, and check. As families scramble to wrap up their back-to-school shopping, one item that rarely…
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July Client Check-in Newsletter

At its core, financial independence means having the freedom to live life on your terms without financial worry. It’s not simply about retiring early or…
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July 2025 Investment Commentary

Coming into Q2, equity markets were in decline as investors anticipated President Trump’s tariff “Liberation Day” announcement on April 2nd. When announced, the new tariff…
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June Client Check-in Newsletter

Summer isn't just for vacations: it's also one of the most strategic times of the year to meet with your financial advisor. Whether you’re tracking…
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April 2025 Investment Commentary

As the Trump administration started enacting its policies, investors appeared to rethink their bullishness.  By mid-February, U.S. large caps reached their near-term peak and started…
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