Amid the recent market fluctuations, it’s important to remember that while market volatility can feel unsettling, it’s a normal part of the investing journey.

Our team is here to help you put today’s headlines in perspective and make informed decisions for your long-term goals.

If you’re feeling unsure or want to review your portfolio, don’t hesitate to reach out. Let’s talk through it together.

A competitive retirement plan can set your company apart and help attract and retain top talent. If you currently offer a traditional 401(k), adding a Roth option could provide employees more flexibility in their retirement planning. Swipe through for more on how they compare.

Let us help you build a retirement plan that attracts top talent and supports long-term financial success. Contact our team today.

Strong market reaction might be stirring feelings of apprehension and uncertainty for some — and rightfully so. But here’s the good news: staying focused on the long game can make a big difference.

Swipe for a few key reminders amid this market reaction. And if you have any questions or concerns, don’t hesitate to reach out — just give us a call. Our team is always here for you.

Managing a 401(k) plan comes with complex regulations, and even small mistakes can lead to penalties or plan disqualification. With that in mind, we’ve outlined five common compliance pitfalls. Swipe through to learn more.

Have questions about your 401(k) offering or want to explore your options? Our team is here to help. Contact us today!

Thinking about investing in mutual funds but not sure where to start? Here’s a quick breakdown of how they work and why they might be a smart choice for your portfolio. Swipe through to learn more.

To explore your options, contact our team today.

Today is all about jokes and surprises, but some pranks really don’t go as planned! Here are a few that took things a little too far:

🔥 In 1980, a Massachusetts news station reported a nearby hill was spewing lava. The panic led to hundreds of emergency calls — and the producer losing his job.

🗳️ In 1992, a man claiming to be Richard Nixon announced he was running for president. Outrage spread before people realized it wasn’t actually Nixon.

📧 In 2016, Gmail added a temporary “Mic Drop” button that sent a Minion GIF — but its placement led to accidental use in serious emails, causing major mishaps.

This April Fool’s Day, may your pranks be lighthearted and your laughter be plenty —no emergency calls required!

Reminder for C-Corporations: Tax Day is only two weeks away! Make sure you’ve checked off all of your tax season to-dos, and consider an extension if you are behind.

💼 **CPA vs. DIY: When to Use a Professional for Your Taxes** 💼 As tax season approaches, you might be wondering whether to handle your taxes yourself or hire a Certified Public Accountant (CPA). Here's a quick guide to help you decide: **When to Use a CPA:** 1. **Complex Tax Situations**: If you have multiple income sources, investments, rental properties, or are self-employed, a CPA can navigate the complexities. 2. **Major Life Changes**: Events like marriage, divorce, inheritance, or the birth of a child can significantly impact your taxes. A CPA can help you understand the implications. 3. **Business Owners**: If you own a business, a CPA can assist with business deductions, payroll, and financial statements. 4. **Time Constraints**: If you're short on time or find taxes stressful, a CPA can handle the process efficiently. 5. **Audit Concerns**: If you're concerned about potential audits, a CPA can ensure your tax See More

📈 **Understanding Capital Gains: Short-Term vs. Long-Term** 📈 Capital gains are the profits you make from selling an asset for more than you paid for it. But did you know that how long you hold the asset can significantly impact your tax rate? Here's a quick breakdown: 1. **Short-Term Capital Gains**: These are gains from assets held for one year or less. They are taxed as ordinary income, which means the tax rate can be as high as 37%, depending on your income level. 2. **Long-Term Capital Gains**: These are gains from assets held for more than one year. They are taxed at a lower rate, typically 0%, 15%, or 20%, depending on your income. This favorable tax treatment encourages long-term investing. 3. **Types of Assets**: Capital gains can apply to various assets, including stocks, bonds, real estate, precious metals, and even collectibles. 4. **Tax Planning**: Understanding the difference between See More