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
Is the Bull Still Alive or Just Hibernating?
The Federal Reserve doesn’t want to crash the economy… That was Chairman Jerome Powell’s last message prior to the December 13th &