In your 20s and 30s, you probably have quite different personal finance and investing priorities than your parents. Instead of managing Social Security benefits and catch-up IRA contributions, you might be worrying about digging yourself

June Video Update “Geopolitical headlines continued to affect markets in May”

It's Earnings Season! “Now we know that fundamentally, earning drive stock prices. So why wouldn’t strong earnings cause large equity increases? ” Chat with Us!

Let's Talk! Common Tax Scams of 2018 and How to Protect Yourself “It’s phishing season for scammers attempting to lure unwary taxpayers into handing over their personal information, their money, or their identity.” As the

Chat with Us! April is trade war month! "Much of what is going on may be 'Really Great Negotiating.' But robust growth clearly could be at risk if trade rhetoric heats up or interest rates

March 2018 Video Update “The Bull Market Abides. Historically, Recession is the Great Toreador that brings most Bull markets their demise. And while Volatility may have drawn blood in the arena, Recession has not yet

Tips for Tax Deduction and Credit Planning “The countdown to tax day has begun. ” December 31, 2017 closed the books on the old year and started the 15 week clock to the federal tax

February Update “Happy Valentines Day.”

"Black Monday" Update “A quick look at the Market Pullback at the start of February 2018.”