RECENT NEWS
- IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workerson October 27, 2025 at 8:03 am
Tax filings and payments are still due and Criminal Investigation will stay on the job. But processing of refunds and amended returns will likely be delayed.
- Decision Fatigue Is Costing You Money. Take These Simple Steps to Beat It.on October 27, 2025 at 8:03 am
Learn how savvy entrepreneurs are using science-backed strategies — and even AI — to make fewer, smarter choices and reclaim their brainpower.
- Key Estate Planning Documents You Needon October 27, 2025 at 8:03 am
There are five estate planning documents you may need, regardless of your age, health, or wealth.
- The Era of the Illiquid Millionaire Is Hereon October 27, 2025 at 8:03 am
Almost one-fifth of US households have a net worth of more than $1 million, with one-third of them gaining that status since 2017. Most of that wealth is on paper, due to a soaring stock market and increasing real estate values, making America enter the Era of the Illiquid Millionaire.
- How to Decide If the Foundation of Your Estate Plan Should Be a Will or a Truston October 27, 2025 at 8:03 am
Everyone should have a will. But should the will or a trust control most of the assets in an estate?
Weekly Market Commentary
Market Correction Perspective | Weekly Market Commentary | March 17, 2025
Inconsistency seems to be the only constant since tariffs were first announced. The White House’s continuous change in direction on trade policy has weighed on business sentiment gauges and left investors with limited visibility to buy the dip.
Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.
Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025
Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy lifting (about seven points of growth came from each). The Magnificent Seven grew earnings by an average of 37% and financials earnings jumped 50%.
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.