Archive for March 2025
Market Update – March 24th, 2025
Stocks posted modest gains last week as the Fed held rates steady. Even with signs of slower economic growth, markets responded positively, focusing on the Fed’s expected rate cuts later this year.
Read MoreMarket Update – March 17th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
Read MoreSocial Security & Medicare Quick Guide
Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind
Read MoreYour 2025 Tax Summary
Tax planning shouldn’t be stressful, yet every year brings changes to thresholds, deductions, and limits that can catch you off guard. To help you stay on top of your financial game, we’ve created a free, 2-page PDF guide summarizing all the essential tax thresholds and numbers for 2025.
Read MoreMarket Update – March 10th, 2025
Stocks declined last week as tariff concerns and fears of an economic slowdown weighed on investor sentiment. February’s employment report showed weaker-than-expected job growth.
Read MoreMarket Update – March 3rd, 2025
Markets ended the week lower, with both the S&P 500 and Nasdaq posting losses. Inflation remained a concern, complicating the Federal Reserve’s ability to cut interest rates further. Consumer confidence plunged in February, jobless claims rose to a four-month high, adding to slowdown indicators.
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