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Past Commentary & Articles

Article
February 3, 2025
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Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.

Article
January 31, 2025
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Reaffirming your investing goals and guiding philosophy is essential, especially after consecutive strong market years. It’s easy to get caught up in short-term trends, but long-term success depends on maintaining discipline. As we enter this new year, focus on cash flow, long-term growth, and tax efficiency to help sustain your ideal lifestyle.

Article
January 31, 2025
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Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.

Article
January 23, 2025
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Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.

Article
January 22, 2025
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As we step into 2025, navigating the unpredictable currents of change will be inevitable. From geopolitical shifts to market surprises, the past year reaffirmed that uncertainty is the only constant. Here are three critical investing traps to avoid in the year ahead.