The holiday season is a time for generosity. Whether you’re supporting a local nonprofit, donating to a favorite charity, or passing down a tradition of giving, every contribution can make a difference. With a little planning, you may also be able to make your charitable dollars go further. New tax rules taking effect in 2026…
Captain’s Log There’s Always a Reason to Wait If you’ve watched the news lately, you could easily list a few reasons to hold off on investing. There’s ongoing conflict overseas, and the Iran conflict and the energy shocks it set off have added to market swings this year. The midterm elections are just weeks away, and…
Investing would be easy if we could remove one thing from the equation: ourselves. Markets go up. Markets go down. Headlines get louder. And suddenly, the long-term investment strategy that seemed perfectly reasonable a few months ago can feel like the wrong decision. That’s where the psychology of investing comes in. Understanding how our emotions…
As we hit the halfway mark in 2025, now is a great time to pause and assess your financial progress. Whether or not you’ve met with your advisor recently, this point in the year offers a natural moment of reflection. Are you on track to meet the goals you set in January? Are there areas…