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At the start of 2025, things looked bright. The U.S. economy was strong, inflation was cooling down, and money was […]

Big News for Public Servants: Social Security Rules Have Changed On January 5th, President Biden signed the Social Security Fairness […]

It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in […]

We often remind investors of the importance of maintaining a consistent asset allocation. Maintaining this balance between different asset classes—such […]

A couple of months ago, the IRS released its final regulations on Required Minimum Distributions (RMDs) for retirement accounts like […]

The national debt recently surpassed $35 trillion. Should we be worried? Contrary to common wisdom, the short answer is…not as […]

Investment Portfolio Overview: Q2 2024 The two areas that captivated the attention of the financial markets this quarter were AI […]

Social Security has been a cornerstone of financial security for millions of Americans since its inception. It provides a critical […]

Most of you have opened an email or snail mail this year from your insurance company regarding a renewal and […]

Another year, another wildly popular Berkshire Hathaway annual meeting. For many investors, it’s a pilgrimage – a chance to glean […]

Despite nearly 62% of Americans living paycheck to paycheck, a record 68 million Americans found a way to bet on […]

When you think of the S&P 500 Index, you probably think of a diversified index of the best, or at […]