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Here Comes the Sun

Tue, 07/08/2025 - 13:53 Wealth management

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 …

Protecting Your Financial Records: A Step-by-Step Guide

Fri, 06/13/2025 - 12:49 Personal finances

The region’s spring storms and summer floods can wreak havoc on your finances if you're not prepared. From lost tax returns to soaked insurance policies, the aftermath of a natural disaster can create chaos just when you need clarity. But don’t worry—protecting yourself is easier than you think. Here’s how you can safeguard your important documents …

Fall Financial Checkup: Smart Money Tips for a Strong Year-End

Fri, 06/13/2025 - 12:49 Personal finances

As summer winds down, fall is the perfect time to take stock of your finances. A fall financial checkup helps you prepare for year-end expenses, set new goals, and avoid money stress during the busy holiday season. 1. Review and Adjust Your BudgetSummer vacations, back-to-school shopping, and higher utility bills can throw your budget off …

Unlocking Home Equity: Small Dollar Loans for Big Dreams

Fri, 06/13/2025 - 09:26 Personal finances

Are you looking for a way to tap into your home's equity without taking on a large loan? Our Small Dollar Home Equity Installment Loans might be the perfect solution for you.What is it?A Small Dollar Home Equity Installment Loan is a type of loan often designed to be more accessible and manageable for borrowers who need smaller sums—such as for …

Market Update

Mon, 06/02/2025 - 10:14 Wealth management

  As we wrote back on April 3rd, “deglobalization should serve as a headwind for markets.” The markets agreed. Since then, the draconian tariffs announced on April 2nd, leading to a sharp decline in stocks, have been walked back. As a result, the panic we saw in early April has turned to euphoria, and US equities have ripped nearly 20% …