Webinars

Arizona Tax Credit Reminder for 2025

Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available.  Charitable Tax Credits: QCOs and QCFOs For tax year 2025:  Qualified Charitable Organization (QCO):  Up to $495 for single, head of household, or married filing separa …

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What Year Is It?

It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.

Market Commentary: The Worst Month of the Year Is Here

The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …

Market Commentary: Inflation Finally Falls Flat, Stocks Respond Positively

Inflation slowed significantly in July. Lower energy prices, including a 7.7% decline in gasoline prices, helped the Consumer Price Index stay flat. Food and shelter costs helped offset the decline in energy prices. The core inflation rate fell to 0.3%, suggesting inflationary pressures are …

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