Lonergan Advisors

07/17/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

07/15/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

07/13/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

07/10/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

07/08/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

07/06/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

07/03/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

07/01/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

06/29/2026

Another great time supporting First Tee - Tulsa at the Neon Tour event this past weekend. We are certainly thankful the weather held off!

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06/29/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.