23 Dec Weekly Market Commentary Weekly Market Commentary 12/22/25 The S&P 500 ended the week only slightly higher, barely gaining a tenth of a percent. Continue Reading
Mitchell A. Wood A Christmas Encouragement Whether you are dreaming of a White Christmas, or your home is fully decked with boughs of holly, may you feel a thrill of hope. Continue Reading
22 Dec Client Check-in Newsletter December Newsletter: Business Succession Planning A practical guide for business owners navigating leadership transitions, family dynamics, and long-term financial security. Continue Reading
18 Dec Mitchell A. Wood It’s a Wonderful Life of Inflation Do you ever watch old movies and when they talk about money, it just sort of jumps out to you? Continue Reading
17 Dec Client Check-in Newsletter December Newsletter: Trump Accounts and What You Should Know Here’s how Trump accounts work and how they could factor into your family’s financial picture. Continue Reading
17 Dec Weekly Market Commentary Weekly Market Commentary 12/15/25 Federal Reserve Chair Jerome Powell emphasized a meeting-by-meeting approach, noting rates are now near neutral. Continue Reading