Should You Lease vs. Buy a New Car - Which Is Right for You?
Should you lease or buy your next car? Explore the pros, cons, and financial trade-offs to make the best decision for your budget and lifestyle.
Continue ReadingJames Baldwin•
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Stock Market Commentary January 2026
After 3 consecutive positive years, our 2026 market outlook anticipates potential volatility ahead. Learn how our actively managed portfolios help navigate changing market conditions while focusing on steady returns for retirees and pre-retirees.
Continue ReadingKen Wink•
2026 Retirement Plan Landscape: New Contribution and Income Limits
As 2026 begins, updated IRS retirement contribution and income limits create new planning opportunities. This article outlines what has changed for IRAs, 401(k)s, and Roth eligibility—and what to review going forward.
Continue ReadingJames Baldwin•
Goal-Based Investing: A Fulfilling Approach to Building Wealth
A sound investment strategy goes beyond selecting funds. This article explains how aligning investments with specific goals and time horizons can reduce confusion, manage risk, and support long-term financial planning.
Continue ReadingDaniel Ladzinski•
2026 Charitable Donation Tax Changes Explained
New tax rules may allow more filers to benefit from charitable donations while changing how itemized deductions work for others. Zach Bachner breaks down what’s changing and who may be impacted.
Continue ReadingZach Bachner•