Last week’s holiday-shortened trading session delivered a strong rebound across equity markets, with the Dow Jones, S&P 500, and Nasdaq each posting gains of more than 3% for the week. In November, performance was more mixed; the Nasdaq fell... on
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Markets had mixed performance last week, with the Dow Jones Industrial Average dipping 0.3%, the S&P 500 rising 0.3%, and... 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
September’s theme is “Being Prepared,” which starts with understanding how to protect yourself financially when disaster strikes. This week,... 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
We are thrilled to announce that our Chairman and Founder, Thomas Riddle, CPA, CFP, has been selected to receive... Read More
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