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Self‑Employed? The Right Financial Advisor Can Save You Thousands (Wall Street Journal)

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned Written...

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What Elite Tax Pros Wish Their Wealthy Clients Knew (Bloomberg)

From risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return. Original story published in Bloomberg READ HERE By Charlie Wells...

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2026 Tax Season: Filing Deadlines, OBBBA Updates, and Strategies

At a Glance: 2026 Tax Season, Filing Major OBBBA and Filing Updates With the tax filing deadline approaching on April 15th (or October 15th for...

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Fourth Quarter 2025 Market Newsletter

READ THE COMPLETE NEWSLETTER HERE EXECUTIVE SUMMARY – US stocks performed well in 2025, helped by large technology companies, though performance broadened modestly toward the...

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Should I rebalance my portfolios?

Q. Should I rebalance my portfolios? With the new year, I know I’m supposed to assess my portfolio and rebalance. I’ve done well in 2025,...

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Should you use a retirement account to pay off a HELOC (Mortgage)?

Q. Should I use a retirement account to pay off a HELOC (Mortgage)? I’m a retired school teacher currently collecting my pension. I am also...

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Third Quarter 2025 Market Newsletter

EXECUTIVE SUMMARY Read the full market newsletter HERE

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With S&P 500 near record highs, it’s time to reconsider the set-it-and-forget-it strategy, some experts say (Deva Panambur quoted in cnbc.com)

By Lorie Konish This article on Diversifying from S&P 500 at record high appeared on cnbc.com in October 2025 The S&P 500 index closed at...

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Should your polical view shape your asset allocation?

Should your polical view shape your asset allocation? Q. I was honestly expecting my portfolio to turn lower after Trump’s election, and I’m honestly surprised...

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How should the $1,000 Trump accounts factor into savings plan?

How should the $1,000 Trump accounts factor into savings plan? I saw the $1,000 accounts for new babies allow you to save more to the...

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The ‘rule of two lives in retirement’: accounting for your partner in Retirement Planning (Deva Panambur quoted in Kiplinger)

By Jacob Schroeder The ‘rule of two lives in retirement’ means accounting for your partner at every decision point, because one life becomes two. Marriage may...

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Proactive Tax Strategies Every High Earner Should Know

For many affluent professionals, tax season often feels like a hurried, last-minute event—a time to simply file forms and settle with the IRS. By incorporating...

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