Digital Resouces

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    August Student of the Market

    August 26, 2025

    How well do U.S. stocks perform after hitting an all-time high? View recent and historical trends. We also look at the impact of higher volatility on economic growth. Finally, a review of active management and how stocks and bonds performed in their respective indices.

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  • Two people sitting at a table reviewing charts and graphs

    Tax Loss Harvesting Amid Market Volatility

    August 19, 2025

    Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.

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  • A business professional is sitting at a table or desk completing paperwork with a miniature home, calculator and set of keys in the foreground.

    7% Mortgages: Strategies for Buyers, Owners, and Empty-Nesters

    August 12, 2025

    For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.

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  • Woman using a magnifying glass to review paper tax forms

    Retirement Tax Watch

    August 5, 2025

    Are you wondering how the 2025 Tax Bill might impact your retirement? This article walks through the new tax breaks and discusses changes related to retirement and what they might mean for your future planning. Dive in to find out how you might navigate the changes.

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  • A happy, young couple just got the keys to their first home.

    Can the Next Generation Afford Home Ownership?

    July 22, 2025

    This article explores factors influencing housing affordability, the impact of current economic conditions, and future prospects. Readers will discover insights into decision-making for first-time real estate purchases and strategic approaches to homeownership.

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  • A young couple is reviewing a document, in front of their laptop, sitting at a table.

    One Big Beautiful Bill: What You Need to Know

    July 15, 2025

    See the latest insights into the recent legislative bill. We will address the primary questions you might have about tax policy changes in effect now. Discover its significance and potential impacts on personal and professional fronts, and the steps you might need to consider.

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