Insights
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total return of roughly 2.7% in Q4 2025. This put a nice cherry on top of another solid year for US equity investors. In calendar 2025, the S&P 500...
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...