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Equity markets remained resilient last week despite higher interest rates, elevated oil prices, and ongoing geopolitical uncertainty. The S&P 500 finished modestly higher, extending its winning streak to seven weeks, while the Nasdaq briefly hit a new record before... on
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MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Tax season is here, and a little preparation can make filing your 2025 return smoother. As part of January’s... Read More
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert,... Read More
“It does not matter how slowly you go as long as you do not stop.” ― Confucius Read More
In observance of Martin Luther King Jr. Day, our office will be closed on Monday, January 19th. Let us... Read More
Markets are off to a strong start in 2026, with major indexes posting solid year-to-date gains across the board.... Read More
MARKET HEAT MAPThe health of the U.S. economy is a key driver of long-term returns in the stock market.... Read More
Get organized this January to tackle your 1099 filing obligations with ease! As we close out 2025, small business... Read More
Tune in on Wednesday, 6 p.m., for a pre-recorded “Your Financial Choices” show on WDIY 88.1 FM with Laurie... Read More
“Keep your eyes on the stars, and your feet on the ground.” — Theodore Roosevelt Read More
Happy New Year, and welcome to the new The Weekly Commentary! This weekly newsletter is still packed with all... Read More
2025 ended with double-digit returns across all three major stock market indexes, marking the third consecutive year of gains... Read More