Michael Hurley

01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

 Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

01/08/2025

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.

01/07/2025

Chief Investment Officer Brent Schutte discusses the unresolved questions that are likely to shape the economy and markets in 2025.

Here’s our look at some of the things that are likely to shape the economy and markets in the months ahead.

01/06/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

12/30/2024

Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.

12/24/2024

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of more balance.

The Fed slashed in half its forecast for rate cuts last week. What will it mean for the economy going forward?

12/19/2024

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."

12/17/2024

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.

Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?

12/16/2024

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.

Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.

12/16/2024

Before you lock in a 30-year level term policy, let’s talk about more flexible types of insurance.

30-year term life insurance is typically the longest-lasting type of term life insurance. Here's why it might not be the best option for you and your family.

12/12/2024

Wondering what 2025 tax rates and deductions look like? Download our tax guide to find out. Then let’s talk about how taxes impact your money.

Download our Quick View Tax Guide to help improve your understanding of taxes heading into 2025.