Posts by Catherine Buck
A New Chapter for Crypto?
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin’s price, surpassing $76,000 following Donald Trump’s re-election, highlights how sensitive cryptocurrency markets are to political events. This price action reflects investors’ enthusiasm that Trump’s return to the White House could be favorable for crypto assets, largely due to his support for crypto-friendly policies and…
Read MoreA Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…
Read MoreNAPFA Fall 2024 National Conference
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie Buck, attended the conference to network with other Fee-Only advisors from across the country. They attended multiple day sessions encompassing a range of topics such as, Health Care Cost Planning; Advanced Estate and Trust Planning;…
Read MoreQ3 2024 Market and Economic Update
Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close, we’ll look back at what drove year-to-date market performance, economic factors currently in place and how that may impact the stock market during the last quarter of the year. Our discussion will be led by…
Read MoreWhat Happens If the Tax Cuts and Jobs Act (TCJA) Expires?
Written by Vincenzo G. Testa, CPA, CFP®, ECA The Tax Cuts and Jobs Act was passed in 2017. It revamped the United States Tax Code and brought significant tax breaks to both individuals and businesses. However, many of its provisions are set to expire at the end of 2025. If the TCJA is not…
Read MoreQ3 2024 Market Update
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Q3 2024 Market Update As we enter the 4th quarter, it’s still somewhat amazing to me the strength we continue to see in the current market landscape. It’s been roughly two years since every economist out there had predicted in impending recession,…
Read MoreWhat Does True Wealth Look Like?
Written by: Martin Shields, CFP®, AIF® When most people think of wealth, they often picture one thing: financial prosperity—the state of being rich. While this definition works, it’s quite limited. It overlooks other important aspects of life that can be just as valuable, if not more so, than money. I prefer a broader definition…
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