
2025 Tariffs and Market Reactions
2025 Tariffs and Market Reactions A lot has happened, economically speaking, in the last week. If you didn’t see Thursday’s news about President Trump enacting sweeping tariffs, you’ve likely seen headlines about the markets’ response to it. As of the close on Friday...

Business Owner Tax Deductions
Business Owner Tax Deductions As all our thoughts are turning to taxes for the year, I thought I’d give you a list of some creative deductions business owners should be looking for, but often don’t. First, look at your online spending. Do you run ads on Facebook,...

Unsung Heroes
Unsung Heroes They set the standard. They were the first. They were innovators. And you’ve probably never heard of them. I’m referring to the twenty-five Black men of the Freedom House Ambulance Service who, in 1967, became the first fully trained paramedics in United...

What Does Down Really Mean?
What Does Down Really Mean? When we talk about investments and markets, we often say things like accounts are “down in value” or will go “up and down” as they trend upward. I think this is a pretty straightforward analogy for what happens in the markets and in our...

The Tariff-Related Questions That Investors Should Be Asking
The Tariff-Related Questions That Investors Should Be Asking “What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to...

Financial Spring Cleaning Checklist
Financial Spring Cleaning Checklist Spring is in the air, and that means it’s time for spring cleaning. But wait! Before you pick up that dustpan, give a thought to your financial spring cleaning first. What do finances and spring cleaning have to do with each other?...

The New Trade War: What You Need to Know About U.S. Tariffs
The New Trade War: What You Need to Know About U.S. Tariffs We’ve known it was coming, but on February 1, President Trump made it official: The U.S. intends to levy a 25% tariff on imports from Canada and Mexico, plus a 10% tariff on imports from China. (This is on...

Frugal February: A Month to Reset Your Finances
Frugal February: A Month to Reset Your Finances February may be the shortest month of the year, but it presents a great opportunity to take control of your finances. Frugal February is all about adopting mindful spending habits, cutting unnecessary expenses, and...

Protecting Your Data: Why Privacy Matters During Tax Season
Protecting Your Data: Why Privacy Matters During Tax Season Tax season is a prime time for cybercriminals to target individuals and businesses. With sensitive financial data being shared online and through various platforms, safeguarding your personal information is...

DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You?
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You? Tax season can be a stressful time, and one of the biggest decisions you’ll face is whether to file your taxes yourself or hire a professional. Both options have their advantages, depending on...
2025 Tariffs and Market Reactions
2025 Tariffs and Market Reactions A lot has happened, economically speaking, in the last week. If you didn’t see Thursday’s news about President Trump enacting sweeping tariffs, you’ve likely seen headlines about the markets’ response to it. As of the close on Friday...
Business Owner Tax Deductions
Business Owner Tax Deductions As all our thoughts are turning to taxes for the year, I thought I’d give you a list of some creative deductions business owners should be looking for, but often don’t. First, look at your online spending. Do you run ads on Facebook,...
Unsung Heroes
Unsung Heroes They set the standard. They were the first. They were innovators. And you’ve probably never heard of them. I’m referring to the twenty-five Black men of the Freedom House Ambulance Service who, in 1967, became the first fully trained paramedics in United...
What Does Down Really Mean?
What Does Down Really Mean? When we talk about investments and markets, we often say things like accounts are “down in value” or will go “up and down” as they trend upward. I think this is a pretty straightforward analogy for what happens in the markets and in our...
The Tariff-Related Questions That Investors Should Be Asking
The Tariff-Related Questions That Investors Should Be Asking “What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to...
Financial Spring Cleaning Checklist
Financial Spring Cleaning Checklist Spring is in the air, and that means it’s time for spring cleaning. But wait! Before you pick up that dustpan, give a thought to your financial spring cleaning first. What do finances and spring cleaning have to do with each other?...
The New Trade War: What You Need to Know About U.S. Tariffs
The New Trade War: What You Need to Know About U.S. Tariffs We’ve known it was coming, but on February 1, President Trump made it official: The U.S. intends to levy a 25% tariff on imports from Canada and Mexico, plus a 10% tariff on imports from China. (This is on...
Frugal February: A Month to Reset Your Finances
Frugal February: A Month to Reset Your Finances February may be the shortest month of the year, but it presents a great opportunity to take control of your finances. Frugal February is all about adopting mindful spending habits, cutting unnecessary expenses, and...
Protecting Your Data: Why Privacy Matters During Tax Season
Protecting Your Data: Why Privacy Matters During Tax Season Tax season is a prime time for cybercriminals to target individuals and businesses. With sensitive financial data being shared online and through various platforms, safeguarding your personal information is...
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You?
DIY Taxes vs. Hiring a Tax Professional: Which Is Right for You? Tax season can be a stressful time, and one of the biggest decisions you’ll face is whether to file your taxes yourself or hire a professional. Both options have their advantages, depending on...