Simplifying Your Estate for Your Loved Ones

  Written by: Catherine Buck, CFP®     Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and Powers of Attorney. However, if you have ever been the Executor(rix) of an estate you know there is much more complexity and many roadblocks to hurdle when organizing a loved one’s Estate. Of course, these…

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How will Consumers Respond to Tariffs – Testing Economic Theory

    Written by: Martin Shields, CFP®, AIF®   Throughout my Economics Master program in Virginia Tech one of my favorite areas of study was consumer theory.  The discussion was centered around how consumers reacted when the price or quality of a good and service changed.  In some cases, they could control the variables and in…

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Narrowing the Gap Between Sentiment and Reality

Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we’ve been discussing all year—especially since what we’ve referred to as “Liberation Day” on April 2nd—is the disconnect between soft data (consumer sentiment) and hard data (economic reality). For much of the year, what consumers were feeling didn’t…

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The Big Beautiful Breakdown: What’s In the New Tax Bill?

      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the “One Big Beautiful Bill” was signed into law, bringing with it the biggest changes to the U.S. tax code in nearly a decade. While the news coverage has focused on the politics, our priority is helping you understand what…

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