A Return to Fundamentals | 4.29.26

Double-Digit Earnings Growth Sounds Great: But Is It Enough For Stocks? | 4.2.26

How Might Your Portfolio be Affected by the Iran War? | 3.14.26

What the Iran Situation Means for the Market | 3.4.26

2026 State of the Markets | 3.2.26

Starting 2026 on a Bumpy Road: What happened in January? | 2.4.26

The Market Just Pulled Back - Is Your Retirement Prepared? | 1.22.26

How Might You be Affected by the Noise in 2026 | 1.7.2026

Understanding the Rules of the Required Minimum Distribution | 12.31.25

How Much Risk Should You Really Be Taking? | 12.16.25

Don't Go Into 2026 Without These 3 Tax Strategies | 12.12.25

What Are You Thankful For? | 11.26.25

Five Estate Planning Mistakes and How You Can Fix Them | 11.24.25

AI Stocks: Are We in Another Dot Com Bubble? | 11.12.25

Is Your Social Security Check Getting a Raise for 2026?| 10.30.25

Remaining Disciplined During Uncertain Times | 10.18.25

Government Shutdown. What it Could Mean For You | 10.1.25

The Fed is Cutting Rates... But Not for the Reason You Think | 9.18.25

Cybersecurity: Tips for Keeping the Bad Guys Away | 9.3.25

2025 Half Time Report

Will The New "Big Beautiful Bill" Affect Seniors and Grandparents? | 7.24.25

Interest Rate Game. What's the Fed's Next Move? | 7.9.25

How the New Tax Bill Affects Retirees: What You Need to Know | 6.25.25

Almost Halfway Through the Year, Where Do We Stand? | 6.10.25

What's Going On with the U.S. Dollar? | 5.29.25

Special Statement from Your Investment Committee: US-China Investment and Portfolio Implications | 5.14.25

Do you see the hidden pattern? America's Future & Your retirement | 5.2.25

Market Dips, Tariff Turnarounds & The Long-Term Market View | 4.15.25

Special Statement From Your Investment Committee | 4.8.25

Volatility Isn't The Problem, Not Having A Plan Is | 4.2.25

2025 State of the Markets

What is Causing this Volatility? What Should I Do? | 3.14.25

Market Volatility and Inflation: What Investors Need to Know | 3.6.25

Your Personal Invitation | 2.19.2025

The Power of A Roth IRA | 2.6.2025

^{Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.}

^{A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.}

^{Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.}

^{Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.}

What Donald Trump's Return To The White House Means For Retirees | 1.23.25

5 Key Changes in 2025: What This Means For Your Retirement  | 1.8.25

2024 In Review & What Lies Ahead in 2025 | 12.19.24

Is the World Turning Against the U.S. Dollar? | 12.4.24

It's Finally Over | 11.6.24

Embracing Market Milestones Amidst Election Jitters | 10.24.24