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By Alec P. Tuckman, Wealth AdvisorAs we step into November 2025, the U.S. stock market stands at a crossroads. The S&P 500 has notched record highs for the 28th time this year, propelled by double-digit corporate earnings growth, Federal Reserve rate cuts, and unbridled enthusiasm for artificial intelligence. Yet, beneath this bullish facade lurks a […]

Introduction In recent months, reports have circulated that the Trump administration may be exploring strategies to deliberately weaken the U.S. dollar in an effort to boost exports, improve trade balances, and revitalize domestic manufacturing. The logic is simple: a cheaper dollar makes American goods more affordable overseas, potentially fueling job growth in export-heavy industries. Yet

How Big and Beautiful is the Big Beautiful Bill of 2025, Really? If you’ve been following the news or scrolling through social media, you’ve probably heard about the Big Beautiful Bill of 2025 — a sweeping piece of legislation that’s been touted as transformative, ambitious, and yes, “big and beautiful.” But what does that really

Introduction When we think about threats to our retirement savings, we often imagine stock market crashes, inflation, or unexpected healthcare expenses. Rarely do we consider government policies like tariffs as a potential danger. However, tariffs—those taxes imposed on imported goods—can have far-reaching consequences that ripple through the economy and silently undermine your retirement portfolio. In

As you approach retirement, one of the most critical questions you’ll face is, “How should I withdraw money from my various accounts to ensure that my money lasts as long as I do?” The challenge isn’t simply about managing withdrawals but doing so in a tax-efficient manner while maintaining a sustainable income stream throughout retirement.

How Will the New Trump Tariffs on China, Canada, and Mexico Affect Your Portfolio? If you’ve been paying attention to the stock market (or, let’s face it, even if you haven’t), you’ve probably heard about the new tariffs that former President Donald Trump has imposed on China, Canada, and Mexico. This isn’t just another trade

Welcome, dear readers, to the thrilling, high-stakes world of investing! Buckle up, because today, we’re going to watch an epic showdown between two fierce contenders: Short-Term Goals and Long-Term Goals. It’s a financial duel that’ll keep you on the edge of your seat, and it might even teach you a thing or two (in a

If you’ve ever dreamed of sipping piña coladas on a Tuesday morning while the world buzzes with the 9-to-5 grind, welcome to the FIRE movement—Financial Independence, Retire Early. This isn’t just a trend; it’s a lifestyle revolution. Picture this: instead of setting your alarm clock, you set your own agenda. Financial Independence and Early Retirement

  Maximizing Your Social Security Benefits: A Couple’s Guide to Navigating the System with Savvy and a Smile Let’s be real: when you hear “Social Security,” the first thing that probably comes to mind isn’t a thrilling conversation starter. It might evoke images of endless paperwork and bureaucratic jargon. But hold that thought! Social Security