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.