Newsletters

• Keeping Cool in Volatile Markets

  Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

• Index Funds: Traditional and Not-So-Traditional

  While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

• Media Trends: Where Have All the Readers Gone?

  The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.