Tyler, Craig, and Jordan review the early reporters in the fourth quarter earnings season. As of the week of January 31st, companies are...

Jordan and Chuck discuss planning items for the upcoming year. We review updated retirement contribution levels and different planning...

Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...

The U.S. economy has been the prime beneficiary of a relatively robust consumer sector. After plunging off the charts during the initial...

Tyler and Jordan review the recent history of rate hikes in anticipation of the Federal Reserve increasing the Fed Funds Rate in 2022. We...