We’re in the thick of tax season, and with that comes many questions for us about ways to save money on taxes. This is an incredibly broad topic, so the focus of this post is on self-employed workers or those working in a small business.  (One important thing to remember - a side hustle is a business. If you sell artwork and generate income, sell collectibles online, or drive for Uber or Lyft, these can qualify for self-employment and open these options for you to save on tax

One of the most important jobs we have as advisors is making sure clients are properly diversified with their investments. Studies show that most investors around the world show ‘home bias’, meaning most US investors have heavier weights to US stocks, Australian investors have heavier weights to Australian stocks, etc. Since we’re here in the US the majority of our clients show US home bias. When the US market is the one of the highest performing countries, as it was for much

The news only cares about one thing: getting you to tune in tomorrow. There is no shortage of headlines designed to create worry, shake confidence, or make you feel like the world is on the brink of disaster. One chart I often find helpful comes from First Trust. It shows how the S&P 500 has performed since 1970, alongside many of the major headlines investors lived through along the way. Technology shifts like the introduction of the PC and the iPhone. Nuclear accidents such

Would you be surprised to learn that even with a 17% return in 2025, the US stock market ranked 37th globally? This short video references a Dimensional chart using 2025 data to show why global diversification matters. The takeaway is simple. Strong returns in one market do not eliminate the value of diversification. Watch the video below for a brief explanation. Source: Dimensional Fund Advisors For educational purposes only. Not investment advice.

As we reflect on 2025 , it is helpful to consider what the markets reminded investors over the course of the year. While every year brings its own headlines and sources of uncertainty, the way markets behave during periods of stress tends to follow familiar patterns. Last year was no exception. Early in 2025, renewed tariff announcements and trade-related uncertainty led to a sharp increase in volatility. Market sentiment shifted quickly, and U.S. equities experienced a meani