Resources
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% The...
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 Nasdaq...
Market Commentary | February 24th, 2025
Week in Review... Major 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 -1.66% The Dow Jones Industrial...
Market Commentary | February 10th, 2025
Week in Review... Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025: The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The tech-heavy Nasdaq fell to -0.53% The 10-Year...
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) and the...
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...
Red Flags for Tax Auditors
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
Market Commentary | March 17th, 2025
Week in Review... Market indices continued to decline lower as markets continue to navigate the impact of tariffs and softening economic growth. The S&P 500 declined by -2.27% The Dow Jones Industrial Average declined by -3.07% The tech-heavy Nasdaq...
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 Average...
Market Commentary February 17th, 2025
Week in Review... Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty. The S&P 500 rose +1.47%. The Dow Jones Industrial Average inched...