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Market Update – April 14th, 2025
Markets rebounded sharply last week as President Trump’s surprise rollback of most new tariffs and cooler-than-expected inflation data helped ease investor concerns.
Read MoreMarket Update – April 7th, 2025
Markets tumbled last week as newly announced tariffs far exceeded expectations, sparking fears of rising inflation, slowing global growth, and increased recession risk. Economic data painted a mixed picture.
Read MoreMarket Update – March 31st, 2025
Stocks fell last week as new auto tariffs and inflation concerns pressured markets. Personal income increased, but spending lagged, pushing the savings rate higher.
Read MoreMarket 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.
Read MoreMarket Update – February 24th, 2025
Markets cooled down last week as weak guidance from Walmart heightened concerns about a potential slowdown. Existing home sales showed record-high prices for the month of January. Meanwhile, Q4 earnings remained broadly positive.
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