Long Term Investors Can Weather Market Declines

Volatility in the stock market can be scary, but it’s also to be expected. Although intrayear declines in the S&P 500 have averaged 13.4% since 1948, annual price returns have been positive in 51 of those 70 calendar years. For investors willing to stay the course through periods of negative market returns, the results on the other side can be encouraging as markets often reward long-term investors.

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2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...

Overview of the Recently Enacted Tax Law

Overview of the Recently Enacted Tax Law

Newly enacted legislation, signed into law on July 4 this year, has broad implications for taxes and more. Officially called the One Big Beautiful Bill (OBBB) Act, and comprising over 800 pages, the laws and provisions are too numerous to name here. However, it is...

2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...