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Latest Article

Is The University of Michigan Consumer Sentiment Too Pessimistic?

April 15, 2025
What is happening with the latest economic data? Both the hard and soft data have been softening. Do you know the difference? What does this mean for our economic outlook at home? Let’s take a look at the GDP, inflation and durable goods, as well as consumer sentiment.
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  • Could the Roth 401(k) Be Right for You?

    April 8, 2025

    What are the major differences between the traditional Roth IRA and the 401(k) Roth? There are benefits to the employer-offered 401(k) Roth, like the ability to save more than in a traditional IRA, however, since it is part of the 401(k), there are some restrictions.

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  • Risk Tolerance: What's Right for You?

    March 31, 2025

    When it comes to investing, each person has a different tolerance for risk. A friend or coworker may not give a second thought to an investment that leaves you feeling uneasy. Do you know what factors to consider when coming up with the level of risk that best suits you?

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  • March Student of the Market

    March 28, 2025

    What does a negative February mean for U.S. Stocks? What about stocks abroad? Even so, volatility remains low. We also look at how stocks evolve over time, bond correlations, and how inflation affects alternative and private markets vs. traditional asset classes.

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  • April Showers Bring May Flowers AND Tax Day

    March 24, 2025

    Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come.  Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.

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  • Required Minimum Distributions & Tax Strategies

    March 17, 2025

    Are you familiar with the IRS’s required minimum distributions (“RMDs”)? Learn about RMDs and strategies to effectively reduce taxes, optimize financial planning and maximize your legacy by preserving wealth in retirement for what is most important to you.

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  • Understanding Tax Benefits and Flexibility of Cafeteria Plans

    March 10, 2025

    Here's a quick look at what's in the article: Are you familiar with “cafeteria plans?” They are included in the Internal Revenue Code and offer flexibility and tax savings on benefits for employers and employees. Discover what benefits are offered, who can participate, and how these plans can be advantageous.

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  • 5 Ways to Build A Better Tax Plan

    March 3, 2025

    This article explores tax efficient strategies and addresses questions such as: How can I legally reduce my taxes? What about investment losses? And are there any tax-free growth options? It’s about aligning personal financial goals within existing tax laws.

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  • February Student of the Market

    February 28, 2025

    In 2025, stocks start positively, can it last the year? Let’s review recent trends as well as money market assets and the positive impact they may have on stocks. Finally, what are the latest correlations between stock and bond markets, and what about alternatives?

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  • Securing Your Future with Life Cycle Planning

    February 18, 2025

    Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.

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  • Healthy Aging as You Approach Retirement

    February 12, 2025

    Making healthy choices in the years before retirement can impact the quality of years during retirement. Good choices now may reduce healthcare costs, the need for medications and even long-term care later in life. Here’s a list of key components to consider now.

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