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Last week, financial markets struck a balance between optimism and caution as investors sorted through mixed signals. U.S. stocks ended modestly higher, led by strength in technology and consumer discretionary names, while bond yields ticked up as inflation data... on
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Markets ended the week slightly lower, with a Friday pullback, especially in tech stocks, wiping out gains from earlier... Read More
MARKET HEAT MAP The health of the U.S. economy is a key driver of long-term returns in the stock... Read More
Overview of Q3 Estimated Tax Payments Third-quarter estimated tax payments for 2025 are due September 15, 2025, for federal,... Read More
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will... Read More
“The only way to do great work is to do what you love.”— Steve Jobs Read More
We will be closed on Monday, September 1st, in observance of Labor Day. We celebrate the hard work and... Read More
Fed Chairman Jay Powell handed the markets what they wanted last Friday when he admitted that rate cuts at... Read More
MARKET HEAT MAP The health of the U.S. economy is a key driver of long-term returns in the stock... Read More
On July 4, 2025, President Trump signed the One Big Beautiful Bill (OBBB) Act, introducing several tax changes for... Read More
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie Siebert, CPA, CFP®, AEP®, will... Read More
“Education is not the filling of a pail, but the lighting of a fire.” – W.B. Yeats Read More