Commentary

Blog

Is A Dividend Focused Portfolio Outdated?

Third Quarter 2025 commentary discussing dividend focused portfolios.
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Blog

Q3 | 2025 – Market Insights

We're recapping market events that took place in Q3 of 2025 and giving insights into what those events may mean going forward.
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2025’s Best Tax Deductions for Small Businesses & Startups
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Observations and Takeaways from the One Big Beautiful Bill Act

In our Second Quarter 2025 commentary, we discuss some of the more impactful changes presented in the newly signed One Big Beautiful Bill Act.
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What I Am Teaching My Kids About Money
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What I Am Teaching My Kids About Money

If we want the next generation to thrive, we need to talk about money. Here’s how I’m teaching my kids about financial confidence.
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Key Takeaways from the One Big Beautiful Tax Cut Act
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Key Takeaways from the One Big Beautiful Tax Cut Act

The Big Beautiful Tax Cut Act: What will it mean for your finances? Explore key changes and how to prepare in our latest tax law ...
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4 Common College Planning Mistakes to Avoid
Blog

4 Common College Planning Mistakes to Avoid

Don’t let poor planning jeopardize your child’s future. Discover the top 4 regrets in college planning and how to avoid them now.
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