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 Times of persistent inflation, economic uncertainty, and geopolitical conflict can create understandable anxiety about the future. Inflationary pressures and global instability, and the market swings they can often trigger, frequently leave individuals and families wondering whether their financial and estate plans remain adequate. While …

Here Comes the Sun: Daylight Savings Time for the TCJA Understanding the 2025 Tax Laws and Its Individual ImpactWith key provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 set to expire or “sunset,” a new legislative package, widely referred to as the "One Big Beautiful Bill" (OBBB), was signed into law on July 4. This comprehensive bill …

by John M. Fidler Markets generally moved higher in 1Q23 as the S&P 500 gained 7% and global equity markets rose close to 3% (as measured by the MSCI World Index). Bond prices moved higher as the 10-year Treasury yield declined from around 4% to just below 3.5%. Commodities were mostly higher (especially precious metals) though oil prices …

Set your retirement plan ‘on FIRE’by Keith BlakelyFor the vast majority of Americans, retirement is a 40-year journey that starts with obtaining an education, landing a job, saving 10 to 15% of your salary in your retirement account, and building your nest egg through your working years.In recent years, there has been a movement taking place that …

by Jason Hamilton Over the years, I’ve coached many of my son’s teams and enjoyed every moment of it. As a parent, I do it to be involved in his daily life as much as possible. I guess it’s part of my thought process that I want everything for him and his sister to be better than I had it growing up, not because I didn’t have a great childhood, …