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Market Commentary

New Year, New Rules: Key IRA and 401(k) Changes for 2025

Welcome to 2025! As we move into the next year, it’s time to review all things rule-related as it concerns your...

Nutella, Pencils and Taxes: A Review of Tariff Policy

Tariffs are a foreign concept to most people. Beyond their role as a tax on the sale of foreign goods, in the real...

Protect Yourself from the Rise of Check Washing Scams

Although check washing isn’t new, it’s experiencing a resurgence, with postal inspectors recovering over $1 billion in...

Olympic Dreams and Economic Realities: What Paris 2024 Taught Us About Labor Markets

As workers return to the office after an extended Labor Day weekend, labor and employment are naturally front of mind....

National Dollar Day: Unchanging Bills and Timeless Investment Principles

As we commemorate National Dollar Day, it's fascinating to reflect not only on the currency itself but also on the...

Market Volatility and the Buffett Indicator: A Review of Current Market Levels

Mere days after the popular media began dusting off references to the famous “Buffett Indicator”, markets hemorrhaged...