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When planning for retirement, taxes can take a bigger bite out of your savings than you might expect. One way to stay ahead of this is by considering a Roth IRA conversion. Here’s how it works: you...

If you’re approaching retirement and hold employer stock in your 401(k) or company retirement plan, there’s a little-known tax strategy that could save you significantly in taxes: Net Unrealized...

With headlines dominated by trade tensions and new tariffs, it’s easy to feel the urge to react and make changes to your portfolio. However, history shows that emotional investment decisions often...

As tax season approaches, here’s a quick list of creative deductions business owners often overlook: 1. Online Advertising: Do you advertise on social media platforms like Facebook or Instagram?...

We are nearing the end of a fantastic year for the stock market. It is not unusual for our clients to be up 20% this year. This is a good time to consider the following: - Avoid taking unnecessary...

Election season brings noise that can feel overwhelming and anxiety-inducing, especially with concerns about its effect on the markets. However, many common fears about elections and investments are...

In March of 2022, the Fed began its mission to combat lofty levels of inflation by raising interest rates at an aggressive pace unseen in decades. In fact, between March of 2022 and July of 2023,...

Does your portfolio hold today’s market leaders? Well, it should!   Holding market leaders is a very effective strategy for building long-term wealth through the stock market. These companies...

Recently we have seen a rotation from the technology stocks that has led the market into other areas, such as smaller and medium-sized companies.  For example, Mohawk Industries, a mundane flooring...