The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2025. If you had earned income last year, you may be able to contribute up to $7,000 for 2025 ($8,000 for those who were age 50 or older by December 31, 2025) up until your tax return […]
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Weekly Market Update: U.S. Equities Rebound After Risk-Off Week
U.S. equities spent most of last week trending lower, ultimately rebounding in a major way last Friday to close the week higher. Investors were in a “risk-off” mode as inflation rose while economic growth slowed notably. However, Wall Street reacted favorably to Friday’s Supreme Court ruling against President Trump’s tariffs. The S&P 500 surged to […]
Read MoreFederal Tax Filing Season Has Started
The IRS began accepting and processing 2025 tax year returns on Monday, January 26, 2026. What’s new The One Big Beautiful Bill Act, signed into law in July 2025, made several changes taxpayers may want to be aware of when preparing their returns, including these: Tips to make filing easier To speed a potential tax […]
Read MoreWeekly Market Update: Turbulent Week for U.S. Stocks
Investors experienced another turbulent week for U.S. stocks last week, although a fairly mild inflation report brought the market some relief on Friday (see below). The S&P 500 had it’s worst week since November, and the Global Dow was the only major market index that didn’t end up in the red. Fears about AI disruption […]
Read MoreWeekly Market Update: Market Volatility Drives Wild Week on Wall Steet
Last week was defined by volatility as stocks whipsawed between deep, tech-led losses and a late-week rally. Wall Street experienced a mid-week selloff as investors moved away from tech and AI shares. Investors were also concerned about a drop in job openings (see below) and a rise in jobless claims (see below). A surge last […]
Read MorePaper Tax Refund Checks Being Phased Out by the IRS
As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the Internal Revenue Service (IRS) is phasing out paper tax refund checks for individual taxpayers for the 2026 federal tax filing season.1 Why is the IRS making this change? The move towards electronic payments is designed to […]
Read MoreWeekly Market Update: Earnings, Fed Pause, and Market Volatility
Equities ended the week mostly lower as investors parsed through a heavy slate of fourth-quarter earnings data, economic reports, high valuations, and the Federal Reserve’s decision to maintain interest rates at their current levels. Several of the benchmark indexes hit notable highs midweek, with the S&P 500 surpassing the 7,000 level. Nevertheless, stocks generally retreated […]
Read MoreIdentity Theft Awareness Week and Why Identity Protection is so Important
Identity Theft Awareness Week puts a spotlight on one of the fastest-growing cybercrime problems worldwide. As more of daily life moves online, personal data has become a high-value target, and criminals are getting better at exploiting it quietly and at scale. From large-scale data breaches to highly personalized phishing messages, identity theft today rarely looks dramatic […]
Read MoreWeekly Market Update: Volatility Ahead of Fed Meeting
Last week was marked by volatility as investors moved cautiously ahead of this week’s Federal Reserve meeting. Wall Street struggled to find direction amidst tariff concerns and geopolitical tensions, resulting in sharp moves in key sectors, with several major market indexes ultimately ending the week lower. The Dow, the S&P 500, and the NASDAQ declined […]
Read MoreNo More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year. That is, until we consciously break the pattern. Now is a good time to check on your finances, since it’s still early enough in the year to make meaningful changes. A financial wellness checkup can help you identify […]
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