December Recap and January Outlook The weekend after a mid-week New Year’s Eve is usually a slow news cycle. Not this year. 2026 started off with the announcement that the Trump administration had captured Nicolas…
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“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government that you may have heard about. Questions about them have started flowing into our office,…
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November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November…
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Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
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October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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As we head into the last couple months of the year, many of us start thinking about holiday plans, family gatherings, and wrapping up projects before the calendar flips. But for retirees and people nearing…
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September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September…
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Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really understand all the implications when you start your new life….
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The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political agenda items that the…
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August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs…
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