As your trusted wealth management team, we're always looking for ways to optimize your financial strategy. One of the most powerful tools at our disposal is your annual tax return. Here's why uploading this crucial document to us each year can significantly enhance your financial well-being.

As a wealth manager, I've had the privilege of working with a diverse array of clients over the years. From young professionals just starting their careers to retirees looking to preserve their legacy, each individual brings a unique perspective to the table.

In today's digital age, balancing checkbooks has practically become a relic of the past. However, keeping track of your spending and sticking to a budget remains crucial for financial success.

Love is in the air, and I can't help but think about how romance and finance go hand in hand. Just as you nurture your relationship with your significant other, it's crucial to foster a healthy relationship with your finances as a couple.

I’ve pulled together a list of essential financial tasks I would recommend to clients for maintaining and improving their financial health and wellbeing this year.

I've had the privilege of guiding many clients through their financial journeys. Along the way, I've observed that the path to financial success is rarely a straight line.

As a Wealth Manager, I've seen firsthand how habits can make or break a person's financial future. The truth is, habits don't just affect our bank accounts – they shape every aspect of our lives.

Do your New Years Resolutions involve financial goals that are SMART (Specific, Measurable, Achievable, Realistic, and Time-bound)?   Let's explore how to craft these goals effectively for the new year!

Reflecting on life’s journey often brings to light common regrets that many individuals share as they near the end of their lives. Insights from Bronnie Ware, a former palliative care worker, reveal the five most prevalent regrets expressed by her patients.

Incorporating healthy habits into your daily routine can significantly enhance your overall well-being. Here are five of the best healthy habits to adopt.

During the holiday season, certain foods take center stage, often enjoyed only once a year. Here are five festive foods that many savor during the holidays but not much throughout the rest of the year.

The period between Thanksgiving and the end of the year often sees a phenomenon known as the "Santa Claus rally" in the stock market. This seasonal trend typically results in modest gains.

Qualified Charitable Distributions (QCDs) offer a tax-efficient way for individuals aged 70½ and older to donate to charity directly from their Individual Retirement Accounts (IRAs) on a tax-free basis.

The Tax Cuts and Jobs Act (TCJA) of 2017 is set to reach a critical juncture at the end of 2025, with many of its key provisions expiring.

The Trump administration's return to power will usher in significant policy shifts across multiple fronts.

Options can be a powerful tool in an investor's arsenal, offering unique advantages when used strategically. Here are some key ways options can enhance an investment strategy.

Fee-based buffered annuities have emerged as an innovative financial product, blending market participation with downside protection.

Mortgage structures have evolved significantly over the years, offering homebuyers a variety of options to suit their financial needs and goals.

Historically, the fourth quarter is the strongest quarter of the year for the S&P 500.  Since 1945, the S&P 500 has gained an average of 3.8% in price during the fourth quarter, according to charts*.

If the Tax Cuts and Jobs Act (TCJA) sunsets as scheduled at the end of 2025, several significant income tax changes will occur starting in 2026. 

Fidelity states that the average largest intra-year drop from peak to trough for the S&P 500 has been about 14% since 1980.  Despite these frequent intra-year declines, the S&P 500 has still delivered positive annual returns in most years.