Tax Planning Starts After Tax Filing
April 27, 2025  | By Manisha Gupta, CFP®, MBA

While tax season may be behind us, thoughtful income tax planning is a year-round effort—and a critical piece of long-term financial success. Reviewing your completed tax return reveals inefficiencies and missed opportunities from the prior year. However, navigating a complex…Read More

Tariff-Related Trauma and Your Portfolio
April 16, 2025  | By Kevin Smith, CFA

When the headlines scream tariffs, investors flinch—and markets tend to lurch. That’s exactly what happened recently as new tariff announcements triggered a sharp decline in the U.S. stock market. But what’s really going on? Let’s unpack it. Who Actually Pays…Read More

An Alternative Stock Market Story
April 4, 2025  | By Kevin Smith, CFA

Imagine you’re baking a cake, but instead of carefully measuring the ingredients, you you overdo it on sugar to appeal to your inner child. The cake might taste okay at first, but it’s not balanced—and eventually, it could collapse or…Read More