6 Smart Tax Strategies to Help You Keep More of Your Income
By Jason List, CFP®, CFA Many top earners are doing well financially, yet still ask a practical question: “How can I hold on to more of what I earn?” Tax strategies to keep more income are most effective when they’re part of a coordinated financial…
Financial News for the Week of January 23rd, 2026
Financial News Highlights Financial markets declined sharply on rising trade and geopolitical tensions but clawed earlier losses as cooler heads prevailed at the World Economic Forum in Davos. Consumer resilience carried…
Financial News for the Week of January 16th, 2026
Financial News Highlights Headline retail sales rebounded in November from October’s decline. Sales in the control group rose for the second month in a row, pointing to resilience in consumer spending The housing market…
Financial News for the Week of January 9th, 2026
Financial News Highlights The payrolls report for December came in weaker than expected, capping off the “low hire, low fire” 2025 jobs market. Global oil markets adjusted to the possible return of Venezuelan crude to…
Financial News for the Week of December 19th, 2025
Financial News Highlights Employment growth slowed in the first two months of the fourth quarter, owing to the impact of deferred resignations on federal government employment. Inflation fell sharply in November, but the…
Financial News for the Week of December 12th, 2025
Financial News Highlights The Federal Reserve delivered a third consecutive quarter-point rate cut this week, bringing the target range to 3.50%-3.75%. Three voters dissented on December’s decision and there was…
Your First 7 Financial Steps After Losing a Spouse
By Jason List, CFP®, CFA Stepping into a new financial role after losing a spouse is one of life’s most tender and challenging transitions. If you’re navigating this season, know this: you are not alone, and countless others have effectively taken…
Financial News for the Week of December 5th, 2025
Financial News Highlights Real consumer spending was flat in September, ending the third quarter on a soft note. Consumption for the third quarter was up 2.7% (q/q annualized). The Fed’s preferred inflation gauge – the…
Financial News for the Week of November 28th, 2025
Financial News Highlights Market expectations for a Fed rate cut on December 10th are now north of 80%, as key Fed officials voice support for a further reduction. Retail sales for September were a bit weaker than…
Taxes in Retirement: Money-Saving Strategies
By Jason List, CFP®, CFA Whether you’re a business owner or a working professional, you’ve spent years sharpening your tax strategy. Managing taxes in retirement is a little different. When you understand how retirement income taxes work, you can…