September 2025 market update

Jobs are THE story in September 2025. We didn't just get a worse-than-expected jobs report for August, revisions to previous months show the economy actually lost jobs over the summer—the first time that's happened since December 2020.

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09.17.2025

April 2025 market update

The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as the result of the Federal Open Market Committee meeting at mid-month was policy stasis with no changes to rates. Even more unsettling to the markets was the Fed’s signal of fewer rate cuts in 2025.

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04.08.2025

After a natural disaster: The logistics

Accidents and emergencies can happen to anyone, but natural disasters cause an entirely different type and scale of destruction. Once you’ve ensured that your friends and family are safe, follow these steps to help protect your finances.

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03.10.2025

October 2024 Market Update

The stock market rose in September... but so did volatility, signaling investors may be getting nervous about what's ahead.

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10.16.2024

How GRATs work

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust used ahead of big-money events where assets will increase in value over a short period of time, like IPOs or the sale of a business.

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06.16.2025

The different types of home insurance

Home insurance comes in six parts (A-F); each part covers something different. Not every home policy includes all six parts, so use this guide to help you check and evaluate your coverage.

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03.10.2025

November 2024 Market Update

An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty, and we certainly saw some evidence of that in the rally that followed the decisive election results.  

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11.15.2024

Do you have an estate plan?

An estate plan can help create security for your family. or instance, a healthcare directive can help protect you if you get in a car accident and need medical care while unconscious. We look at what goes into an estate plan so you can better assess whether you need to create one.

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10.08.2024

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