Market Commentary | March 24th, 2025

Week in Review… Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51%...

Social Security Fairness Act’s New Chapter

Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...

Market Commentary | March 10th, 2025

Week in Review… Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening.   The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy...

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special...

Market Commentary | March 3rd, 2025

Week in Review… Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -0.98% The Dow Jones Industrial...