Our Latest Thoughts & Industry Updates

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

The University of Michigan publishes a monthly Survey of Consumers that assesses the confidence and expectations of U.S. consumers. It asks questions about current economic conditions, expectations for the future, and consumers' attitudes toward making big purchases. There was a notable development in the December 2023 survey, as the percentage of consumers expecting lower interest rates over the next 12 months rose to nearly 30% from 12% the prior month. This expectation for lower interest rates is connected to easing inflation and the view that there is no need to keep interest rates at current levels with inflation falling back to 2%. Consumers and investors both expect rate cuts in the first half of 2024, and the Federal Reserve is hinting at the potential for rate cuts if inflation continues to ease this year.