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Social Security Login
Securely access your historical earning record and estimated retirement information. Click Here
Internal Revenue Service

View refund status updates, make estimated quarterly payments, and research tax questions along with many other online services from the IRS.
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Edvest
Learn about saving for college and some potential tax benefits as well. Click Here
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A free research tool to look into the experience and background of your financial advisor. Click Here

Newsletters

First Quarter 2025 Commentary

First Quarter 2025 Commentary The first quarter of 2025 has been noteworthy, and the past few weeks have been especially volatile. I started writing this summary, readjusted the original, and then rewrote it yet again. My apologies for this delay. Due to uncertain...

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Market Commentary 

Market Commentary | June 9th, 2025

Weekly Market CommentaryJune 9th, 2025Week in Review... The week began with the ISM Manufacturing Purchasing Managers’ Index (PMI) report on Monday, which showed continued weakness in the manufacturing sector. The index came in at 48.5 for May, slightly below April’s...

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Market Commentary | June 2nd, 2025

Last week’s economic data offered a mixed view of the U.S. economy, beginning with a notable rebound in consumer sentiment. On Tuesday, consumer confidence rose sharply in May to 98 from 85.7 in April, reversing five months of declines. The improvement was driven by a significant increase in expectations for future income and business conditions. Current assessments of the economy also improved, though concerns about job availability remained.

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