Quarterly Economic Update  In the last quarter, we have entered a war with Iran that threatens global economic stability. Iran has closed the Strait of Hormuz through which a significant

The best habits are the ones you can stick with. In January 2025, I made a phone call to a personal trainer at my local gym. I said, “I know

Should you open Trump accounts for your children? The One Big Beautiful Bill Act of 2025 established a new type of account for children: the Trump account. Parents can opt

If they haven’t already, your tax preparer will soon send you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying

April 15, 2026 is the last day to make your 2025 Contributions to IRAs, Roth IRAs and HSAs The tax filing deadline is quickly approaching, and with it the deadline

Plenty of clients and friends have asked me recently whether they should buy gold.  You may have seen that the price of an ounce of gold rose 60% in 2025,