If you’re looking for ways to strengthen your long-term financial plan, an individual retirement account (IRA) can be a valuable addition. Depending on the type, an IRA may offer some distinct tax benefits, such as tax-deductible contributions or access to emergency funds for unplanned medi …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …
It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What i …
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Although many people equate legacy planning with generational wealth transfer, a holistic approach to legacy planning can address financial, legal, and personal aspirations in a cohesive plan. It can take into account your unique relationships, values, philanthropic goals, and family govern …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
