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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

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

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

By Shawn McGuire & Matthew Gaude For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of

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

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

By Matthew Gaude & Shawn McGuire On December 29th, 2022, President Biden signed the second iteration of the sweeping retirement act, SECURE Act

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

The Federal Reserve doesn’t want to crash the economy…  That was Chairman Jerome Powell’s last message prior to the December 13th &