August 2025 Newsletter

Cost Is a Key Factor in College SelectionMost families consider cost one of the most important factors when selecting a college. More Details Consider Munis for Tax-Free IncomeConsider Munis for Tax-Free Income More Details Navigating Financial Conversations with...

Market Week: July 21, 2025

The Markets (as of market close July 18, 2025) Stocks began last week mostly lower on mixed bank earnings and rising inflation data. While the June Consumer Price Index was in line with expectations (see below), it is worth noting that some imported goods, such as...

Market Week: July 14, 2025

The Markets (as of market close July 11, 2025) Last week, the Trump administration sent letters to dozens of trading partners informing them of country-specific reciprocal tariff rates ranging from 20% to 50%. The levies were initially slated to take effect on July 9,...