client Resources

Helpful links, calculators, and posts.

Client Accounts

Helpful Links

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.
Click Here

Edvest
Learn about saving for college and some potential tax benefits as well. Click Here
BrokerCheck
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 | August 18th, 2025

Economic indicators released this week reflect a complex and evolving macroeconomic landscape, marked by persistent inflationary pressures and a labor market that remains resilient but shows early signs of moderation.

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