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Recent Blog Posts

Let’s talk about the new 2025 tax brackets.

Personal Investor

August 6, 2025

Let’s discuss the new 2025 tax brackets—and how understanding them may put money back in your pocket.

Key Takeaways from July’s Market Events (2025)

Personal Investor

July 31, 2025

July 2025 brought plenty of action to global financial markets. Major U.S. stock indices hit new records, trade policies shifted, and geopolitical tensions ran high. Here’s a rundown of what happened and why it matters, with insights from a range of sources.

Navigating Market Volatility in Late Summer: Strategies for Calm Seas

Personal Investor

July 29, 2025

As we move into late summer 2025, the markets are likely to feel a bit more turbulent than usual. Trading volumes tend to lighten up this time of year, while global trade tensions, changing views on interest rates, and ongoing geopolitical uncertainty all add to the sense of unpredictability.

Planning for Year-End: Financial Strategies to Take Now

Personal Investor

July 29, 2025

As summer winds down and the holidays come into view, it’s a great moment to pause, reflect, and take some practical steps to wrap up 2025 on a high note. A little attention now can help you feel more in control—and less stressed—about your finances as the year ends.

Wealth Transfer—How Families Can Prepare the Next Generation

Personal Investor

July 29, 2025

There’s a huge financial story quietly taking shape: “The Great Wealth Transfer.” In the next twenty years, more than $100 trillion will move from Baby Boomers and older generations to their children and grandchildren.

The Impact of Global Markets on U.S. Investors in 2025

Personal Investor

July 29, 2025

In 2025, the interconnectedness of global markets is more apparent than ever for American investors.

Markets Pull Back as Labor Concerns Shake Confidence in AI Rally

Recent Blog Posts

Let’s talk about the new 2025 tax brackets.

Key Takeaways from July’s Market Events (2025)

Navigating Market Volatility in Late Summer: Strategies for Calm Seas

Planning for Year-End: Financial Strategies to Take Now

Wealth Transfer—How Families Can Prepare the Next Generation

The Impact of Global Markets on U.S. Investors in 2025

Let's talk about your future.