Blog
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Your Final Love Letter?
I apologize for starting with such a heavy title—but I need your attention on this one. When was the last time you wrote a love letter? I encourage you to take a moment to do that, especially if...Read more -
Happy New Year!
I hope you and your family had a wonderful holiday season.I can’t believe 2025 is already behind us and 2026 is here. Before we know it, 2026 will be in our rearview mirror as well—so enjoy the...Read more -
Closing 2025 in a K-Shaped Economy: Year-End Insights and Outlook
As we wrap up 2025, we find ourselves in a still-evolving economic landscape. This year, the U.S. economy has continued to move along a K-shaped path—a recovery pattern where different groups...Read more -
The One, Big, Beautiful Bill
The One, Big, Beautiful Bill has a significant effect on federal taxes, credits and deductions for 2025 and 2026. It was signed into law on July 4, 2025. Below are some of the more relevant...Read more -
2025 Year End Tax Planning Basics
As we approach year-end, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so it is important...Read more -
The Fed, the Fall, and the Future of the Markets
As I write this, schools in Anne Arundel County, Maryland, are opening their doors—officially signaling the end of summer and a return to regular routines. This summer was unusual for me personally...Read more







