It’s been a year marked by disruption. Geopolitical tensions have flared, sweeping tariffs have taken hold, and markets have seen their share of volatility. Yet, as summer settles in, the

Relationships Our firm is built on the principle of honoring client relationships.  It is simply more rewarding for us to get to know you in a meaningful way than it

We’ve heard from many of you about your concerns surrounding the upcoming election. Our response has remained consistent: historically, market data shows that the outcome of elections does not have

There may be an unprecedented amount of uncertainty heading our way and it has nothing to do with the presidential election. It has to do with taxes. The biggest tax

With the recent financial market’s turmoil and implications for the economy you can imagine the discussions I’ve been having.  I recently told a friend that we’ve seen markets like this

The economic outlook begins and ends with trade and tariffs.  After turning DOGE loose on government waste and inefficiency to reduce the federal deficit, the administration has recently changed its

In an era of nonstop noise and market volatility, maintaining a well-diversified portfolio remains one of the most effective ways to manage risk, preserve long-term wealth—and protect one’s sanity. It

Doug and I have worn a lot of hats over the years to keep our business healthy and growing. It’s a familiar story for most business owners. The goal, of

The U.S. economy is expected to grow by 2.7% according to International Monetary Fund estimates. Their original estimate of 2.2% was recently revised due to surprisingly robust domestic demand.1 It