Inflation is Key
Hank Nicholson
Hank Nicholson

Stock market volatility is on the rise. Having a solid long-term strategy can help.
Hank Nicholson

Kirsten Roeber, CFP®
Markets continue to climb, led by capital investments in the Artificial Intelligence (AI) boom. However, cautionary signs are emerging, including decidedly negative headlines, lofty stock market valuations, talk of an AI bubble, and a deteriorating housing market. Last Friday (October 10th), President Trump threatened again to...
Read MoreNot long ago, good manners were defined by a few timeless principles—show up on time, look people in the eye, and give them your full attention. But has the arrival of the smartphone rewritten many of those rules? In today’s world, cell phones are part of...
Read MoreEconomists say it will take time for the effects of trade policies to show up in economic data — but acknowledge they aren’t sure how long. When President Trump announced sweeping tariffs on American trading partners in early April, economists warned of dire consequences — higher...
Read MoreWe believe that meaningful engagement with our community is both a privilege and a responsibility. In 2025, we were fortunate to be able to sponsor three local events that furthered that mission. This spring, we again sponsored Able to Sail, a nationally award-winning US sailing camp...
Read MoreMarket Update: New Tax Provisions of H.R.1 On July 4, President Trump signed into law a new tax and spending package. At nearly 900 pages, the bill contains… well, a lot. In this article, I focus solely on the tax provisions and how they might affect...
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