Fiancial Tips for New Graduates Presented by Marc Aarons   I hope you’re doing well! If you or a student in your life has recently graduated, we want to extend our heartfelt congratulations. This is a monumental accomplishment. For many, this achievement marks a first foray into managing finances independently. This can bring unexpected challenges […]

U.S. stocks rallied broadly last week. Solid early earnings reports and signs of easing tensions in the Middle East gave investors plenty to feel good about, and even a bump in March inflation wasn’t enough to dampen markets. Bond yields stayed relatively steady, and the Federal Reserve still looks unlikely to cut rates anytime soon. However, tensions reignited […]

March 2026 Financial Market Update Presented by Marc Aarons   Last month gave investors plenty to weigh. Job growth held firm, and corporate earnings delivered again, particularly among AI-driven companies. But inflation ticked back up, reminding us that the Federal Reserve’s job isn’t finished. The result was stocks remaining near record highs, yet with more day-to-day volatility. It remains true that […]

25 Questions about 2025 Taxes Presented by Marc Aarons   As we head into a new tax season, I wanted to share a quick guide to help make filing your 2025 taxes a little easier — and hopefully a lot less stressful.   One of the biggest updates this year is the passage of the […]

I hope you’re doing well. As we head into a new tax season, I wanted to share a quick guide to help make filing your 2025 taxes a little easier — and hopefully a lot less stressful. One of the biggest updates this year is the passage of the One Big Beautiful Bill Act (OBBBA). […]

Financial market Update – Week of 1/12/2026 Presented By Marc Aarons   I  hope this message finds you well. U.S. financial markets ended the first full trading week of 2026 on a broadly positive note, with major equity benchmarks reaching all-time highs. Robust investor participation defied typical early-year caution. The overarching narrative was renewed confidence […]

January 2026 Financial Market Update Presented by Marc Aarons I hope your holiday season was filled with joy. December served as a fitting finale to a year that defied expectations, anchored by a classic late-cycle mix: moderating price pressures, a supportive Federal Reserve, and resilient equity markets. This backdrop allowed investors to traverse another rate […]

Financial Market Update – Week of 12/29/25 Presented by Marc Aarons   I hope you’re doing well as the year comes to an end. Despite scaled-back trading, markets are closing out 2025 on an upbeat note. The S&P 500 and Dow notched record highs last week, propelled by stronger-than-expected economic data and easing price pressures. […]

Financial Market Update – Week of 12/22/25 Presented by Marc Aarons   U.S. markets took a breather last week, digesting the Federal Reserve’s third straight rate cut alongside softer inflation data. The economic backdrop remains resilient but mixed, with Treasury yields easing while the dollar showed unexpected strength as investors weighed what comes next. Here’s […]

Financial Market Update – Week of  12/15/2025 By Marc Aarons   Last week, markets were shaped by the Federal Reserve’s December 10th meeting, where policymakers cut rates by a quarter point while projecting fewer cuts ahead and signaling a potential pause in 2026. The 9-3 vote reflected growing uncertainty about policy easing. Markets rallied initially, […]