by lportee53 | Dec 15, 2025 | Weekly Insight
Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind.
by lportee53 | Dec 11, 2025 | Retirement
Use this article to start conversations about the “backdoor” Roth IRA strategy.
by lportee53 | Dec 8, 2025 | Weekly Insight
Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting.
by lportee53 | Dec 1, 2025 | Weekly Insight
Stocks pushed higher over the holiday week as investors’ hopes for a Fed rate adjustment drove bullish sentiment.
by lportee53 | Nov 26, 2025 | Taxation
Five overlooked tax deductions to help manage your tax bill.