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Market 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.

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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.

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Market 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.

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Social Security & Medicare Quick Guide

Navigating your 2025 Tax Year – Thresholds and RMDs to keep top of mind

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Your 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.

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Market 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.

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Market 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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Market 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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Market Update – February 18th, 2025

Stocks climbed last week despite hotter-than-expected inflation and softer retail sales, as investors took comfort in the apparent delay of additional tariffs. January CPI and PPI data reinforced concerns about persistent inflation, particularly in food and energy, raising expectations that the Fed may keep rates higher for longer.

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Market Update – February 10th, 2025

Stocks fell last week as weaker-than-expected job growth and a sharp drop in consumer sentiment, driven by tariff-related inflation concerns, overshadowed a slight decline in the unemployment rate.

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