The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused
What are Tax Scams?
Tax scams involve bad actors — who impersonate the IRS, tax professionals, or government entities over the phone, through text, online, or by
Dear Valued Investor,
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years
Set for Life
Complete These Tasks To Help Determine Your Life Insurance Needs
For many people, life insurance is a key component of a comprehensive financial
Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played
Donald Trump was elected the 47th president of the United States, defeating Vice President Kamala Harris thanks to strong performance in key swing states that
