Q1 2026 Market Update By John Terrill on Apr 20, 2026 Market Performance & TrendsThe stock markets started 2026 with more of the same as the S&P 500 was up 4.88% through the first two months of the year. However, the beginnings of the conflict… Read more The Conversation That Protects Your Family the Most By Ashten Jackson on Apr 10, 2026 Few conversations feel heavier or more avoided, than talking about death with the people we love most. It’s not comfortable to think about — or plan for — the end of your life. It can feel… Read more Identifying Scam Tactics and Financial Abuse By Mackenzie Blakeslee on Feb 16, 2026 Identifying Scam Tactics and Financial AbuseBy: Mackenzie Blakeslee, Vice President & Director of Financial PlanningBy: Rylee Fann, Financial Planning InternHave you or a loved one ever been the… Read more Q4 2025 Market Update Jan 22, 2026 Market Performance & TrendsStock investors enjoyed another year of market outperformance in 2025. The S&P 500 has now achieved three years in a row of double-digit gains. Since the S&P… Read more A Second Chance to Save: Making the Most of Catch-Up Contributions Jan 14, 2026 A Second Chance to Save: Making the Most of Catch-Up ContributionsBy: Katelyn Levesque, Financial PlannerBy: Rylee Fann, Financial Planning InternIn life, finding ways to get ahead can be difficult.… Read more Staying Ahead of Taxes: How to Avoid Underpayment Penalties By Ashten Jackson on Dec 29, 2025 Tax season may still be months away, but it’s never too early to make sure you’re on track. In this month’s newsletter, we’re highlighting how to avoid costly IRS underpayment penalties—and what… Read more Why Give on GivingTuesday? By Emily Dixon, CFP® on Nov 21, 2025 GivingTuesday first began in 2012 as a day of charitable giving following up the two biggest holiday shopping days of the year, Black Friday and Cyber Monday. The goal was to counterbalance… Read more Q3 2025 Market Update Oct 14, 2025 By: John Terrill, Senior Vice President, Trust Officer, and Wealth Advisor & Investment Committee ChairBy: Toby Marks, Senior Vice President, Chief Investment Officer & Portfolio… Read more Big Bill, Big Changes – Charitable Giving Strategies By Ashten Jackson on Oct 09, 2025 The recently announced One Big Beautiful Bill Act is bringing a wave of tax changes, and charitable giving is no exception. While the details do not take effect until 2026, there are a few provisions… Read more Do You Need to Review Your Medicare Part D Options? By Mackenzie Blakeslee on Sep 02, 2025 The end of each calendar year brings with it lots of holidays, year-end tax planning, and many other things. Did you know the end of the year is also a great time to evaluate your current Medicare… Read more Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Next page ›› Last page Last »
