Author: Mark Starosciak
Author
Spring 2026 Market Update: A Bouquet of Ambiguity
A Volatile Q1 In our February market update, we discussed how volatile the first two months of the year were; March has been no different. To take a step back,... Read more.
Collecting Social Security: What You Need to Know in 2026
We often speak with clients who are approaching retirement but aren’t quite ready to stop working entirely. Many wonder whether they can claim Social Security... Read more.
February 2026 Market Update: If you listen closely…
…you can hear the sounds of uncertainty filling the air so far in early 2026. Although it always feels rocky in the markets, the reality is that rarely do... Read more.
Bitcoin officially in Bear Market Territory
Bitcoin’s performance has been notably poor year-to-date in 2026, with the cryptocurrency down approximately 26% this year. Starting the year around $88,000,... Read more.
Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of... Read more.
ABLE Accounts For Disability Are Expanding In 2026
Achieving a Better Life Experience (ABLE) accounts, established in 2014, provide a vital financial tool for individuals with disabilities. These tax-advantaged savings... Read more.
October 2025 Market Update: There’s Gold in Them Thar Hills
What a difference a couple quarters can make. It was a six short months ago that it seemed the markets were headed for disaster. Many investors were pulling money... Read more.
Wealth Taxes Don’t Work
Wealth taxes, which impose levies on an individual’s net worth rather than income, have been proposed in various countries as a tool to reduce inequality and fund... Read more.
Frozen Housing Market No More: The Thaw
As October 2025 unfolds, the U.S. housing market remains locked in a delicate balance between persistent affordability challenges and tentative signs of recovery.... Read more.
Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a... Read more.