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Weekly Economic Update: December 30, 2025

Q3 GDP is finally reported — and it was big! Thanks to the government shutdown in October and November, we didn’t get a chance to look at the…

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Weekly Economic Update: December 22, 2025

Markets waffle early in the first week after rate cut After the Federal Reserve cut rates for the third (and final) time in 2025, markets stumbled to…

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podcast
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Building a Better Retirement Team - December 20th
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guide
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Ultimate Legacy Planning Guide

Pass on more than just assets to the next generation. Download our free Legacy Planning guide to learn the essential strategies for avoiding probate, minimizing taxes, and ensuring your values endure along with your wealth.

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Weekly Economic Update: December 16th, 2025

Fed cuts rates but signals pause The debate over whether or not the Federal Reserve would cut rates at its final meeting of 2025 is finally over. The…

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Four Questions About Retirement - December 13th
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Weekly Economic Update: December 9th, 2025

Market comes back as final Fed meeting of 2025 looms The market has mostly completed its comeback after the valuations and rate-cut jitters that hit…

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End of Year Planning - December 6th
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New Tax Rules - November 22nd
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Weekly Economic Update: December 2nd, 2025

It looks like Santa is on his way! It’s hard to believe Thanksgiving 2025 has already come and gone. We hope everyone had a happy, safe and relaxing…

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guide
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Ultimate Investment Planning Guide

Is your portfolio built to last? Download our free Investment Planning guide to learn the "Financial House" framework and the advanced strategies needed to protect and grow your wealth in retirement.

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Weekly Economic Update: November 24th, 2025

From the Desk of David Nicholas The First Thanksgiving As we head into Thanksgiving and Christmas, this is one of my favorite times of the year.…

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