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Why a Stock Peak Isn’t a Cliff

Why a Stock Peak Isn’t a Cliff

A new market high can feel like a warning sign—but history tells a different story. This data shows how stocks have often continued to grow after reaching previous peaks, offering helpful perspective for long-term investors. Download the full article online here...
Using QCDs to Unlock the New Senior Tax Deduction

Using QCDs to Unlock the New Senior Tax Deduction

The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income...