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FINANCIAL NEWS


Consumer Price Index & More
Bottom Line: Headline inflation held steady in July, largely due to declines in energy prices, while core inflation came in higher than...
Aug 12, 2025


529 College Savings Plan: Key Facts to Know in 2025
Planning for education expenses can be complex, and the 529 College Savings Plan continues to be a widely used tool for families looking...
Aug 6, 2025


Emergency Funds: How Much Is Enough? 10 Things You Absolutely Need to Know
In an uncertain world, one of the most powerful financial tools isn’t a fancy investment or a credit card with points, it’s a solid...
Jul 29, 2025


What the “One Big Beautiful Bill Act” Could Mean for Your Finances
On July 4th, the “One Big Beautiful Bill Act” (OBBB) was signed into law. After last-minute negotiations in Congress, the bill passed...
Jul 15, 2025


Q&A with Investment Strategy: Israel-Iran Conflict Resurfaces
WILL THE OIL PRICE SPIKE BE SUSTAINED? THE KEY ISSUE IS RISK TO SUPPLY Israel launched airstrikes on Iranian targets last night, marking...
Jun 20, 2025


Monthly CIO View | Strategy Snapshot
Economy The preliminary reading of 1Q25 GDP showed the US economy contracted 0.3% annualized, its first negative print since 2022. Core...
May 7, 2025


Employee Stock Option Cheat Sheet
1 Restricted Stock Units (RSUs) RSUs are company shared granted to employees that vest over time or upon meeting certain conditions....
May 7, 2025


Wanting to Work with a CFP® Professional for Your One-Time Financial Plan?
If you're considering a one-time financial plan, partnering with a Certified Financial Planner® (CFP®) professional can help you...
May 2, 2025


Quarterly Coordinates: Markets on the Clock
It's draft season! Just like teams are always 'on the clock' during the draft, we're constantly seeking insights and new ways to guide...
Mar 31, 2025


How are Foreign Governments Responding to Trump's Tariffs?
Now that US import tariffs and corresponding retaliatory measures have moved from rhetoric to reality, markets around the world are...
Mar 5, 2025
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