Follow Nick on LinkedIn One of my least favorite things to hear from a potential client is, “I’m paying almost nothing in taxes this year!” More often than not, this is someone who recently retired, maybe a little bit early, and their taxable income all…READ MORE
By Matthew Haraburda CFA® & CFP® We started the year with the theme: resetting expectations. We expected more market volatility due to high stock valuations and uncertainty around trade policy. What we didn’t expect was how fast and often the headlines would change—especially on trade….READ MORE
Recent economic sentiment has become more cautious as the consumer outlook dims, reflecting growing concerns about inflation, potential job losses, and reduced corporate spending. Despite these market worries, the underlying data suggests that the economy is not yet showing signs of a pronounced slowdown, with…READ MORE
Follow Nick on LinkedIn Financial planning is synonymous with long-term planning for most people–retirement, estate planning, etc. While there’s enormous value in long-term conversations, I personally think people aren’t thinking enough about our financial planning over the next 3-5 years. .embed-container { position: relative; padding-bottom:…READ MORE
The financial markets have been facing significant volatility lately, largely driven by recent policy announcements, including President Trump’s proposed tariff increases. Just this Tuesday, President Trump suggested raising tariffs on Canadian aluminum and steel from 25% to 50%, contributing to an already uncertain market environment. …READ MORE
