Episodes

4 days ago
4 days ago
This episode provides a market update through March 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Mar 19, 2026
Thursday Mar 19, 2026
Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits.
Head over to my recent blog post for more information, including visuals to walk you through this blog.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Mar 05, 2026
Thursday Mar 05, 2026
This episode provides a market update through February 28, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Wednesday Feb 25, 2026
Wednesday Feb 25, 2026
The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.

Friday Feb 06, 2026
Friday Feb 06, 2026
This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Jan 22, 2026
Thursday Jan 22, 2026
Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes.
Head over to our recent blog post for more information.
Interested in learning more about our firm? Click here to schedule a call!

Friday Jan 09, 2026
Friday Jan 09, 2026
This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Wednesday Dec 17, 2025
Wednesday Dec 17, 2025
Here is my traditional holiday post. Happy Holidays!
Head over to our recent blog post for more information.
Interested in learning more about our firm? Click here to schedule a call!

Friday Dec 05, 2025
Friday Dec 05, 2025
This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Nov 18, 2025
Tuesday Nov 18, 2025
Not all tax planning moves can wait until next spring. Here are some things to consider now.



