Newsletters

• 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.

• Goodbye Passwords, Hello Passkeys

  As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

• Investing with Market Cap in Mind

  Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.