3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024. Economic growth has exceeded expectations, with inflation returning to pre-pandemic levels, unemployment still low, and GDP growing steadily. […]
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration, while for the other half, this is a disappointing result that will require time to process. This reflects the divisions in our country on both […]
2025 Tax Countdown: How Expiring Tax Cuts Will Impact High-Income Earners
By Bijan Golkar, CFP® and Hanah Bjorklund
As 2024 comes to an end, it’s time to talk about the Tax Cuts and Jobs Act (TCJA).
Open Enrollment Primer
Many employers have an open enrollment season that runs through the fall of each year. Some start as early as September, while others kick off in October or November. Regardless of when your employer holds open enrollment, there are several key tasks you can tackle during this window, including: Elect or change health insurance options […]
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