Our Latest Thoughts & Industry Updates

This blog will give tips on how to set a budget for the holidays as a piece for a healthy financial landscape.

The odds are high that you have read or heard about artificial intelligence or Chat GPT this year. In the stock market, there is a small group of stocks known as the “7 Tech Titans”, which includes leading technology firms exposed to the AI theme. The group of stocks has significantly outperformed this year due to growing excitement about AI, which has in turn increased its weight in the S&P 500. The five largest companies in the S&P 500, which are all part of the 7 Tech Titans, account for 22% of the entire index’s total market capitalization. These five companies include Apple, Microsoft, Amazon, NVIDIA, and Alphabet (the parent company of Google).

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.

This blog will explain why some people choose to retire early and the pros and cons of that decision.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.