Recent Blog Posts

Maximizing Tax Deductions and Credits: Don't Overlook These Opportunities

When managing your finances, maximizing tax deductions and credits can be a powerful tool to reduce your overall tax liability. 

The PULSE: Global Economic and Market Update: January 7, 2025

Today’s global financial markets reflect a confluence of economic resilience, shifting policy directions, and heightened geopolitical uncertainty. Here’s a comprehensive overview of key developments and their implications.

How to Prepare for Tax Season: Early Steps to Get Ready for Filing 2024 Taxes

Tax season can be a stressful time for individuals and businesses alike, but proper preparation can make the process much smoother. By taking early steps to organize your finances, you can minimize errors, avoid penalties, and potentially maximize your refund. Here are some key steps to help you get ready for filing your 2024 taxes.

The PULSE: Global Economic and Market News – January 6, 2025

President-elect Donald Trump's announcement of proposed tariffs on Canadian, Mexican, and Chinese imports has sent ripples through global trade circles. 

Weekly Market Recap Week Ended January 3, 2025

Cognitive biases can significantly influence investment decisions, especially when fear and greed drive the markets.

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