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Most entrepreneurs and leaders don’t build a business with the intent of exiting They build it to support their lifestyles. Whether you are a hairstylist with a thriving book of business or an arborist managing a fleet of trucks, you likely started with a "lifestyle" mindset: freedom, income, and being your own boss.

As we move through 2026, two perennial topics are once again top-of-mind for investors: income taxes and the stock market. While neither tends to inspire joy, both play a critical role in long-term financial outcomes. The good news? With thoughtful planning, neither has to be a surprise.

The new tax bill, signed into law on July 4, 2025, introduces significant changes to the U.S. tax code, primarily by making permanent many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that were set to expire at the end of 2025, while adding new provisions. Taxes and changes to law affect every one of our clients, so we must highlight some key points and changes from what we have been used to for the last few years of tax code.

July has historically been the best-performing month of the year. So if you moved to cash last month, odds are you’ve missed a window of return that will be hard to recapture. Seasonal market patterns—like “Sell in May” and the “Santa Claus Rally”—may have historical data behind them, but they are statistically weak predictors of future performance. Missing just a few of the best market days (which often cluster around volatility) can derail long-term compounding—eve

Know your IRS deadlines (click here). If tax season resulted in you owing more to the IRS than you expected, you may want to revisit...

Let's address the tax bill and gain a better understanding of how your investments are taxed.

Learn about college savings plans and how to save more efficiently for your kids.

By Michael Mooney, Financial Advisor ( LinkedIn ) In the news, you may have heard different companies announcing Stock Splits....