Insights
2025 Year End Tax Planning
As we approach the close of another year, it's a great time to pause, reflect, and make sure you have elevated the tax-planning strategies that may be appropriate for your situation. This season often brings a flurry of personal and financial activity, and a little...
Attempted Fraud
Written by: Chad Tramp On Sunday afternoon, I received a text message from my bank, US Bank, asking if I had made a $3,300 charge on my debit card, respond Yes or No. I had not made a $3,300 charge, so I replied No to the text message. I promptly received a call...
The November market pause just might set the table for a profitable 2026
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on the surface doesn’t quite capture the experience investors lived through, as it took a late-month rally to pull the index back to where it started....