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Staying Confident Through Market Volatility - April 18th
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Weekly Economic Update: April 16th, 2026

“Ceasefire trade” was on last week After President Trump announced Iran had agreed to hold ceasefire talks last Tuesday — mere hours before his…

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Tax Savvy Strategies - April 11th
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Weekly Economic Update: April 7th, 2026

A Strong Start The quarter opened with genuine momentum. The S&P 500 was closing in on 7,000 points, while the Dow approached the 50,000 mark.…

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Financial Literacy Month 2026 - April 4th
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Weekly Economic Update: March 31st, 2026

Mission not yet accomplished As Operation Epic Fury enters its fifth week, we have yet to see the Iranian regime offer any type of openness to…

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Legacy Planning - March 28th
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Weekly Economic Update: March 24th, 2026

Markets struggle as “war premium” weighs on investors Wall Street started last week on a cautiously optimistic note. The S&P 500® climbed 1% on…

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Mailbag Questions - March 21st
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Weekly Economic Update: March 17th, 2026

Conflict and oil prices drive markets downward Epic Fury, the sustained bombing campaign of Iran by the U.S. and Israel that began on February 28,…

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Are You Truly Ready? - March 14th
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The Hidden Costs of Retirement Income - March 7th
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