Resources
Market Commentary | December 29th, 2025
It was a shortened week due to the Christmas holiday, but several key economic reports were released that provided a snapshot of current conditions.
Market Commentary | December 22nd, 2025
Last week’s economic data offered a concentrated look at a U.S. economy in transition, with headline numbers masking deeper shifts beneath the surface.
Market Commentary | December 15th, 2025
Last week’s economic calendar painted a nuanced picture of the U.S. economy, reflecting a softening labor market, mixed consumer activity, and divergent signals from manufacturing and services sectors.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Market Commentary | December 8th, 2025
The first week of December delivered a series of key U.S. economic indicators, offering a clearer picture of the nation’s growth trajectory as the year draws to a close.
Market Commentary | December 1st, 2025
Markets had a shortened trading week due to the Thanksgiving holiday, but several key economic reports provided insight into inflation trends, consumer behavior, and business activity.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Market Commentary | November 24th, 2025
This week’s economic data releases offered a broad update on labor-market momentum, inflation pressures, and business-sector activity, particularly important because several reports were delayed during the recent government shutdown.
What Will You Do With Your Bonus or Windfall?
This article examines one’s options when receiving a work bonus or other financial windfalls.
Market Commentary | November 17th, 2025
This week’s economic data offered a multifaceted view of market sentiment as investors weighed inflation risks, interest rate expectations, and energy supply dynamics. With the Federal Reserve maintaining a cautious stance, attention turned to Treasury auctions and oil inventories for signals on how financial and commodity markets are responding to evolving macroeconomic conditions.


