Wealth Management News

As 2025 closes, investors and consumers alike are reflecting on a year of dramatic shifts across markets, currencies, and alternative assets. From the falling fortunes of the U.S. dollar to the roller coaster ride in cryptocurrencies and precious metals, and finally to robust (if uneven) gains in domestic and international equities, it has been a […]

Most of 2025 is now behind us, and 2026 is quickly approaching. A new year often brings excitement and optimism about what’s to come. However, a new year can also bring uncertainty for many, as they wrestle with changes out of their control. Fortunately, in the financial realm, the IRS released a list of key […]

Reflecting On & Sharing Our Thankfulness With Thanksgiving approaching, we begin reflecting on the many blessings in our lives. As we reflect on our blessings with a posture of gratitude, we begin to consider how we can help those in need. This season of thankfulness presents the perfect opportunity to embrace the spirit of giving […]

Every October, Cyber Security Awareness Month serves as a crucial reminder of the always evolving digital threats facing individuals and organizations. As the reliance on technology deepens in both our personal and professional lives, understanding the basics of cyber security has never been more important. Whether you’re transacting online or simply browsing online, adopting practical […]

As we move into a new school year, it’s the perfect time to think about your child’s or grandchild’s education. Whether they are beginning their last year of a doctoral program or taking their first steps, it’s never too early or too late to start planning. We’ve included a non-exhaustive list of some of the […]

A summary as of May 19th, 2025. Before you ask, no, we are not talking about our founder, Bill Strand! You may have heard of “the one big beautiful bill,” that recently advanced through the House’s Budget Committee. You might also add “redux” to the title because its primary aim is to prevent the sunsetting of […]

You’ve likely noticed the heightened market volatility over the past few weeks. If you haven’t, congratulations! You are one of the few people in today’s society who can turn off your phone, television, and radio. Unfortunately, with the interconnectivity of today’s world, news travels fast, and with news comes emotions. With the already heightened global tensions, […]

As we approach 2025, significant changes to the U.S. tax code loom on the horizon. The Tax Cuts and Jobs Act of 2017 introduced several temporary provisions that are set to expire or revert to pre-2018 levels. This blog post will outline the key changes and provide actionable steps to help you prepare for the […]

For many students, math can be one of the most difficult classes. Fortunately, many of our teachers helped us learn with clever mnemonics. One of the most common mnemonics was “Please Excuse My Dear Aunt Sally” or PEMDAS. PEMDAS (Parentheses, Exponents, Multiplication & Division, Addition & Subtraction) was a savior in math class and helped […]

As the dust settles after the 2024 Presidential Election, United States citizens and the world have eyes on President-Elect Donald Trump. Regardless of where you stand politically, there is often financial anxiety whenever a new president is elected. With the 24-hour news cycle spouting every conjecture and opinion possible, it’s tough to know what’s reality […]

What would you rather have: a million dollars today or a penny that doubles in value for 30 days? At first glance, it seems like an easy choice: take the million dollars today. After all, a 1-cent penny isn’t even worth the 2.1 cents it costs to make the coin. But if you pick the […]

Despite some common misconceptions, estate planning is for everyone, no matter their net worth. However, if you’ve accrued a significant amount of wealth and assets, you should develop a comprehensive and thoughtful estate plan. The more complex someone’s financial situation becomes, the more critical a solid estate plan becomes. Not to mention, an estate plan […]