by Shauna Newton | Apr 7, 2026 | Market Commentary
Author: Davis Finke, CFA After beginning 2026 with two consecutive months of positive returns, the U.S. stock market ended the first quarter with its weakest quarterly performance since 2022. Since the onset of the Iran conflict on March 7, the S&P 500 has...
by Shauna Newton | Apr 7, 2026 | Regulatory and Legal Updates
Author: Tiffany Wingo, JD The Financial Crimes Enforcement Network (FinCEN) recently issued a rule that went into effect on December 1, 2025, which imposed a new federal reporting requirement affecting certain residential real estate transactions. The rule required...
by Shauna Newton | Apr 7, 2026 | Business Owners
Author: Meg Bergner, JD, CFP® Exiting a privately held business is more than a financial transaction; it’s a life-changing milestone. Yet many owners wait too long to begin planning, which can leave value on the table and create unnecessary pressure during the...
by Shauna Newton | Jan 8, 2026 | Market Commentary
Author: Davis Finke, CFA U.S. equities demonstrated resilience into year-end, with the S&P 500 closing 2025 at a 16.39% total return, the third consecutive year of double-digit gains and just short of an all-time high. Performance was led by communication services...
by Shauna Newton | Jan 5, 2026 | Tax Planning
As 2026 approaches, the One Big Beautiful Bill Act (OBBBA) keeps many familiar Tax Cuts and Jobs Act (TCJA)-era rules in place—but it also reshapes several areas that can materially change what families can deduct and when it’s smartest to claim those benefits. The...
