Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax-saving opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive […]

2024 was another strong year for equity investors. While not as good as the year’s first three quarters, the fourth quarter still finished with positive returns, more record highs, and an optimistic outlook toward 2025. Historically, equities have advanced in the fourth quarter and after a series of ups and downs, they finished ahead of […]

Happy New Year and welcome to 2025! We hope you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring. The year 2024 was filled with many significant events, but overall, […]