By Matthew Gaude & Shawn McGuire Throughout your career, retirement has likely been a long-awaited dream. It’s the time when you can enjoy more
Should You Invest Your Funds in One Company or Stock? Avoid These Common Pitfalls
By Matthew Gaude & Shawn McGuire We’ve all heard the warning: Don’t put all your eggs in one basket. In the world of finance, we speak to the
The Probability of Something Bad Happening
By Shawn McGuire & Matthew Gaude It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. The Biden
First Quarter Overview: Markets Show Resilience to Start 2023
The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling the upcoming end to
A Run on the Bank
By Shawn McGuire & Matthew Gaude For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of
Top 10 Tax-Planning Strategies to Maximize Your Savings
By Matthew Gaude & Shawn McGuire Are you looking for ways to save money on your taxes? Tax-planning strategies can be the key to maximizing
Get Ready for Tax Season: Your Step-by-Step Tax-Preparation Checklist
By Matthew Gaude & Shawn McGuire Tax season is here. It can be a stressful time as you work to get your financial ducks in a row. The good
SECURE 2.0: Here’s What You Need to Know
By Matthew Gaude & Shawn McGuire On December 29th, 2022, President Biden signed the second iteration of the sweeping retirement act, SECURE Act
Bear Market Recovery Strategy
By Matthew Gaude & Shawn McGuire 2022 is now history. Good riddance. With the turn of the calendar to a new year, this time of year always