Highlights of this Special Edition Newsletter: Inflation-Mandated Tax Changes for 2025: Estate and Lifetime Exemption Annual Exclusion...

As of this writing, the S&P 500 stock index is up 24% year-to-date (excluding dividends). After the 23% gain in 2023, this marks the...

Long-Term Market Drivers While concerns surrounding the upcoming election and its potential market impact are understandable, the reality...

Highlights of this Special Edition Newsletter: LVM’s Year-End Financial Planning Checklist The Presidential Cycle, Congressional Make-up,...

“ In the short run, the market is a voting machine but in the long run, it is a weighing machine.”   ―  Benjamin Graham The stock market...