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Charitable giving has always played a vital role in fostering compassion, supporting communities, and driving positive change across the globe. Whether it's through donating time, resources, or financial contributions, individuals and organizations alike can address pressing social, environmental, and humanitarian challenges. From supporting local nonprofits to participating in global initiatives or even small acts of kindness, philanthropy reflects a shared commitment to imp

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...

The market seems expensive, but as history has shown us investing at all-time highs is actually one of the most bullish forward indicators.

Review healthcare benefits, life insurance plans, retirement contributions and other voluntary benefits, confirming any contribution amounts

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

Historically, in many instances mutual fund shareholders will receive capital gain distributions and dividends at the end of each year in la

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....