We are in an interesting economic environment. Consumers are still spending pent up savings. Jobs are plentiful and the unemployment...

The S&P 500 stock market index has risen 14% from the October lows with every sector showing positive returns over that time period....

Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways...

2022 will go down as one of the worst years on record for the capital markets. The S&P 500 stock index fell 19.6% and the NASDAQ stock...

Highlights of this Newsletter: LVM is celebrating its 35th anniversary in 2023! TD Ameritrade acquired by Charles Schwab Tax topics to...