In a recent Investopedia article titled, “Your 2025 End-of-Year Tax Checklist,” by Meagan Drew, readers learn practical, last-minute tax planning moves that can help reduce surprises at filing time. This 2025 end year tax checklist highlights key steps investors can take before December 31, from reviewing withholdings to optimizing retirement, charitable, and investment strategies. The...Read More

We’re proud to share that our Client Services Associate, Terri Carguillo, FPQP®, has successfully completed the Investment Foundations® Certificate through the CFA Institute. The Investment Foundations® program provides a strong grounding in the fundamentals of investment markets, ethics, and industry best practices. This achievement reflects Terri’s commitment to expanding her knowledge and further strengthening the...Read More