Market Update: Powell’s Jackson Hole Address
Markets were watching closely for signals on the path of policy during Jerome Powell's final Jackson Hole speech on Friday, August 22, 2025.
How to Protect Your Animals Through Trusts & Estate Planning
Estate planning for pet owners includes more than just a will. Learn how pet trusts offer lasting protection, enforceable care instructions, and peace of mind for your beloved animals.
Key Growth Sectors and Why Investors Should Pay Attention
Innovation in automotive, aerospace, manufacturing, and energy is reshaping the economy. Understanding these trends helps investors identify opportunities and manage risk with confidence.
Investment Commentary | July 2025
U.S. stocks hit record highs in July before momentum faded amid rising inflation and tariff concerns. Explore key market movers, Fed policy debates, and why precious metals continue to shine.
What to Know About Financial Advisor Fees
How a financial advisor gets paid can influence the advice you receive. Knowing the difference between commission, fee based, and fee only models helps you make informed and confident financial decisions.
Understanding the Federal Reserve and Its Influence on the Economy
The Federal Reserve plays a central role in the U.S. economy through interest rate policy, inflation management, and market influence, while its independence from government ensures credibility and long-term stability.
The Power of Prenuptial Agreements: Removing the Stigma and Creating Financial Harmony
Uncover the modern role of prenuptial agreements in financial planning and estate management. See how these agreements foster transparency, protect assets, and promote financial harmony in marriage.
The “One Big Beautiful Bill”
The “One Big Beautiful Bill,” recently signed into law, reshapes U.S. tax policy by locking in TCJA provisions and introducing new deductions, credits, and savings incentives for families, seniors, and businesses, while phasing out green energy tax breaks and increasing the SALT cap.
Investment Commentary | June 2025
June marked a second consecutive month of market gains as tech stocks led the rally, inflation cooled, and the Fed signaled a potential shift in policy.
The Role of a Wealth Advisor
Learn why having a trusted wealth advisor can make all the difference in your financial future. In this video, we explain the true role of a wealth advisor, from investments to retirement, education, tax strategies, and estate planning.