November 2025 Market Update

Overall, global equity markets were slightly positive in November, continuing what has been a steady grind upward throughout the second half of 2025. Join us for our November Market Update.

As always, if you have any questions, please do not hesitate to reach out to us.

2025 Bloopers

What better way to wrap up the year than with a few laughs from our annual blooper reel? Please enjoy some behind-the-scenes moments from this year’s filming.

From our family to yours, we wish you the happiest of holidays, and we look forward to sharing another year with you!

Notable Finance Changes For 2025

It’s been a busy year, and with so much to keep up with, it’s easy to miss new developments in personal finance—even when they could mean more money in your pocket. To help you stay informed, here’s a look at some notable changes for 2025.

Source: AdvisorStream

Financial Checklist Before Starting Your Holiday Travels

Before your next vacation, frequent travelers and travel agents suggest a simple financial checklist to save money, including exchanging currency in advance, planning cellphone coverage, and researching local etiquette.

Source: AdvisorStream 

 Prenuptial Agreements 

With more people forming partnerships later in life, many already own assets such as a home or vehicle, or have significant investments and savings. A prenuptial agreement can help preserve those assets and clearly document what each spouse brings into a marriage or cohabitation.

Source: AdvisorStream

Grocery Bill Projected To Rise In 2026

Groceries are projected to take up a larger share of household budgets next year. Here’s what you can expect.

Source: AdvisorStream