Episodes

4 days ago
4 days ago
The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.

Friday Feb 06, 2026
Friday Feb 06, 2026
This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Jan 22, 2026
Thursday Jan 22, 2026
Tax planning is a year-round topic. Be sure to incorporate the new OBBBA changes.
Head over to our recent blog post for more information.
Interested in learning more about our firm? Click here to schedule a call!

Friday Jan 09, 2026
Friday Jan 09, 2026
This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Wednesday Dec 17, 2025
Wednesday Dec 17, 2025
Here is my traditional holiday post. Happy Holidays!
Head over to our recent blog post for more information.
Interested in learning more about our firm? Click here to schedule a call!

Friday Dec 05, 2025
Friday Dec 05, 2025
This episode provides a market update through November 301, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Nov 18, 2025
Tuesday Nov 18, 2025
Not all tax planning moves can wait until next spring. Here are some things to consider now.

Saturday Nov 08, 2025
Saturday Nov 08, 2025
This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
