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
By day count February is the shortest month of the year, however it sure did not feel that way with constant headlines out of Washington. Between tariff talk, federal layoffs, negotiating wartime agreements, and earnings seasons there was a lot to digest during the month….READ MORE
January has seen continued strength from the equity markets as there has been a strong bid for stocks from both the value and growth part of the market. Since his inauguration on January 20th, Donald Trump has signed a plethora of executive orders that have…READ MORE
In 2017 the standard deduction approximately doubled, meaning many taxpayers who normally itemized their deductions found it beneficial to take the standard deduction. For those who are charitably inclined, “bunching” your charitable contributions into one year (itemizing deductions), and taking the standard deduction the following year…READ MORE
