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...
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Not 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...
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Economists 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...
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We 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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As President Trump began his second term in January, many business leaders and investors expected a renewed focus on pro-growth policies—lower taxes, regulatory rollbacks, and aggressive deal-making. Instead, financial markets were met with significant volatility and uncertainty with the announcement of new tariffs. In the administration’s...
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