Thoughts

The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.

May 12, 2025

May Is Older Americans Month

May is Older Americans Month! Celebrate the healthy way with these tips for your mind, body, and finances. How are you taking care of yourself this month?

May 1, 2025

April 2025 Index Investment Return Dashboard

April 14, 2025

What's My 2025 Tax Bracket?

This blog will outline the 2025 tax brackets and share some tax-saving strategies for investors.

March 31, 2025

March 2025 Index Investment Return Dashboard

March 14, 2025

7 Ways to Spring Clean Your Finances

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

March 1, 2025