Post-Tax Season: A Perfect Time to Review Your Financial Goals
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
Tune Out the Noise: A 90-Minute Reset
Recommended by our advisors, this investing documentary offers a clear perspective on market volatility, long-term strategy, and evidence-based investing.
Quarterly Commentary
Media may move minds, but it shouldn’t move your money—learn how disciplined investing wins through the chaos
Tariffs, Market Noise, and the Evidence-Based Investor: Seeing the Forest for the Trees
Navigating market noise requires discipline—discover how an evidence-based approach helps investors stay focused on long-term financial success, no matter the tariff headlines.
When to Expect Your 1099
Waiting on your 1099s? Arrival dates vary, but taxes are still due. Track expected forms, check online, and review for errors. Need help? We’re here to guide you.
Quarterly Commentary
Looking back at the last 25 years of guiding clients through market ups and downs with resilience and a proven academic approach. Here's to thriving in the next quarter century!
Thanksgiving Reflections: Moving Forward with Gratitude and Resilience
Thankful for the resilience of markets and the strength of community this season. Join us as we reflect on gratitude, connection, and the road ahead.
Quarterly Commentary
Explore how presidential elections, political shifts, and market trends influence stock market performance and long-term investment strategies.