All Posts

Doctoring the Portfolio

Taking a closer look at whether it might be appropriate for your situation

In August, investors weighed a mix of upbeat growth figures and lingering inflation pressures

Gain wisdom and understanding of what you own, Steve suggests, during back to school season!

The market can cause some unsteady nerves. But Steve says like Daniel, Keep the Faith.

Prescribing Dividends

A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries.

July continued the stock market’s strong summer run

June was another strong month for the stock market

On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act”

New Intel on Hershey

As your Independent Advisor, Steve looks back on 2025 and where we are investing going forward.

Steve salutes all graduates!

Taxes can significantly affect your retirement income, reducing the amount available for spending.

This Market May Need a Band-Aid®

​In May, U.S. equity markets delivered a standout performance, with all major indexes finishing the month firmly in positive territory

There are still many questions that remain about bonds and tariffs...

The recovery over the past month is offering a chance to regroup. Steve suggests to accept this gift.

Patience is [PRU]dent

April was a turbulent month for U.S. stock markets, marked by sharp declines and a surge in volatility.