Insights
October 2025
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 October 2025 Market Update: There’s Gold in Them Thar Hills
October 2025
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 [...]
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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 Frozen Housing Market No More: The Thaw
Government Shutdown: A Partisan Stalemate
The United States federal government entered a partial shutdown at 12:01 a.m. EDT on October 1, 2025, marking the 11th such impasse in modern history and the third [...]
Read more Government Shutdown: A Partisan Stalemate
Federal Reserve Cuts Interest Rates for the First Time in a Year
On September 17, 2025, the Federal Open Market Committee (FOMC) announced a landmark decision: a 25-basis-point cut to the federal funds rate, bringing the target [...]
Read more Federal Reserve Cuts Interest Rates for the First Time in a Year
August 2025
Modest Inflation Pushes Estimated Social Security COLA Higher
The Social Security Cost-of-Living Adjustment (COLA) is a critical mechanism that helps millions of Americans maintain their purchasing power amid rising prices. [...]
Read more Modest Inflation Pushes Estimated Social Security COLA Higher
August 2025
Obamacare Premiums Could Increase 75% in 2026
The Affordable Care Act (ACA), commonly known as Obamacare, faces a critical juncture as a combination of rising healthcare costs, expensive new drugs, and the [...]
Read more Obamacare Premiums Could Increase 75% in 2026
August 2025
The Tax Bill’s Expanded 529’s and New Child Accounts
Recent tax legislation has introduced transformative reforms to 529 college savings plans and established innovative child accounts, often referred to as “Baby [...]
Read more The Tax Bill’s Expanded 529’s and New Child Accounts
July 2025
Why An Alarming Number Of Workers Cash Out 401(k) Plans
An alarming trend has emerged in recent years: a significant number of workers are cashing out their 401(k) retirement plans, often at the expense of their [...]
Read more Why An Alarming Number Of Workers Cash Out 401(k) Plans
June 2025
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P [...]
Read more Summer Market Update: Opportunities in the Wild (Market)
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Recent posts
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October 2025 Market Update: There’s Gold in Them Thar Hills
October 7, 2025 -
Wealth Taxes Don’t Work
October 6, 2025 -
Frozen Housing Market No More: The Thaw
October 2, 2025 -
Government Shutdown: A Partisan Stalemate
September 30, 2025 -
Federal Reserve Cuts Interest Rates for the First Time in a Year
September 19, 2025 -
Late Summer Market Update: Pick Your Poison
August 21, 2025