It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
Your financial goals are constantly changing, but your financial plan isn’t always nimble enough to change with them. That’s why it’s important to keep a well-stocked account to use as an emergency or opportunity fund for your goals. Here’s a scenario where an opportunity fund could help me …
It was a shortened week last week due to Martin Luther King Jr. Day on Monday. The week opened Tuesday with the worst day for stocks since last April, as the S&P 500 fell more than 2% over worries about Greenland and tariffs. Sure enough, those worries quickly dissipated later in the we …
As a financial advisor, I am often asked by clients to help them navigate the challenges of high-interest debt. A couple of popular methods are the debt avalanche and the debt snowball methods. Each method offers its own advantages. They tend to cater to different priorities and personaliti …
The U.S. economy is riding a wave of AI investments, expansive fiscal policy, and a shift in monetary policy that’s carrying markets forward. But for how long? Our 2026 market outlook examines the forces shaping both challenges and resilience in economic trends for the coming year.
