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.
Investment Commentary | May 2025
May saw markets rebound as tech and consumer stocks surged, offsetting bond losses and debt concerns. International equities outpaced U.S. gains, while gold cooled but remained a top performer.
IRA vs 401(k): What’s the Difference and How do I Choose the Right One?
Learn the key differences between IRAs and 401(k)s, including tax benefits, contribution limits, and withdrawal rules to help you choose the right retirement plan for your financial goals.
Investment Commentary | April 2025
April brought renewed market swings as tariffs and tumbling oil prices rattled investors. While energy lagged, tech and international stocks helped offset broader weakness, with gold gaining on safe-haven demand.
The Evolution of the IRA
A financial crisis in the auto industry highlighted the need for stronger retirement protections, ultimately contributing to the creation and evolution of Individual Retirement Arrangements.