by Shauna Newton | Jan 8, 2026 | Blog
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 (+32.41%), information...
by Shauna Newton | Jan 5, 2026 | Blog
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...
by Shauna Newton | Jan 5, 2026 | Blog
One of the most powerful retirement tools — yet often underutilized — is the Roth IRA, especially for younger investors. A Roth IRA is a tax-advantaged retirement account funded with money you’ve already paid taxes on. While you don’t get a tax deduction in the year...
by Shauna Newton | Jul 30, 2025 | Blog
End-of-life planning is among the most personal and emotional tasks an individual may undertake. It often involves decisions that touch on deeply held religious beliefs, cultural traditions, and family values. Yet, despite its importance, it is too often postponed...
by Shauna Newton | Jul 28, 2025 | Blog
As the global population continues to age, mental health in older adults has become an increasingly important public health issue. According to the World Health Organization, by 2050, the number of people aged sixty and older is expected to double to over two billion....
by Shauna Newton | Jul 24, 2025 | Blog
Summer is the perfect time to take a break from your everyday routine to see new places and reset. But with travel comes the possibility of unexpected events. That is why it’s crucial to ensure your estate plan is up to date and accessible before you leave. If...
