Thought Leadership By Our Team

Since the initial invasion of Ukraine in February, hundreds of thousands of people have fled the country. We offer several resources to support the people of Ukraine as well as a word of caution for avoiding donation scams.

Worries about whether Putin would invade Ukraine became a reality on February 23rd with troops crossing the border. Stocks fell on this news

The tax season is officially here and millions of Americans are getting their documents together to file their tax returns. The Internal Revenue Service (IRS) is encouraging people to file their taxes quickly...

The major indexes suffered from a steep sell-off throughout January, bringing both the NASDAQ and the Russell 2000 into correction territory

There are so many great books about modern-day investing, but what about those on the history of the market? This article highlights seven books from which you can learn a lot about the history of money and..

It has probably escaped no one that the equity markets have taken a turn for the worse in the first 4 weeks of 2022. After hitting another all-time high on January 3rd, the S&P 500 index fell over 7.5% in a short period of time

The year 2021 certainly had its ups and downs. While we championed multiple vaccines to tackle COVID, it continued to spread around the

There has been a surge of do-it-yourself (DIY) investors opening discount brokerage accounts and trading stocks.

We titled our outlook piece with a focus on the Federal Reserve because we believe this government body holds more control over the path of the

The Tax Cuts and Jobs Act of 2017 makes it more important than ever to make sound financial decisions about charitable giving. With some additional planning..

The major indexes continued the October rally in the first half of November until Thanksgiving when we got news of the Omicron COVID-

With all of the supply chain worries, we're here to help you get a jump start on your holiday shopping. If you are stumped on what to get your ..

For nearly a year, congress has debated various proposals and “frameworks” as they relate to changes in federal taxes, estate and gift tax

Whether you are watching the stock market news or tracking your missing package, you are probably frustrated with issues tied to supply-chains.

The major indexes returned to their upward trajectory after a pause in September. Fresh new highs were hit for most major U.S. indices at month