Newsletters

• Don’t Take the Bait: Top Tax Scams in 2025

  As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

• HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

  This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

• Closed-End Funds May Offer Higher Income

  Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

• Keeping Cool in Volatile Markets

  Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.