3rd Quarter 2026

What We're Talking About This Quarter?

Bull & Baird: When Dreamers Dare
As America approaches its 250th anniversary, it is worth remembering that our nation’s history has never been one of uninterrupted peace or prosperity. Yet time and again, we have found a way forward. Use the link here to review the article.

Tax Review Reminder
We can review your completed 2025 tax return to help ensure that the decisions we make together are as proactive and tax-efficient as possible. Simply send us a copy of your 2025 tax return for review – and we will take care of the rest. 

How the Federal Reserve Works
The Federal Reserve is the country’s central bank. It has four main roles in the U.S. economy: Economy watch, supervise and regulate, maintain the stability of the financial system, and be the banker for banks and U.S. government. Use the link here to review the article.

Importance of Preparing for a Market Downturn
In this episode of All That Matters, Mike and Ross step back from prediction and focus on preparation: what bear markets actually look like, what tends to bring them on, and most importantly, what investors can do today to stay on track when markets turn. Use the link here to review the article

The AI Bubble Is Stable as a Price War Forces a New Reality
Open AI and Anthropic are on the brink of a token price war ahead of their anticipated IPOs, as enterprise clients like Uber struggle with high AI costs and questionable return on investment. Use the link here to review the article

A Financial Checklist for Post-Graduates
As you move from college to your first real job and your own apartment, these steps can help make sure you’re ready to succeed in the adult world. Use the link here to review the article

Just for Fun: The 30 Most Beautiful National Parks That the U.S. Has to Offer
Whether your intention is to take on strenuous hikes, snap Instagram-worthy shots, or simply enjoy some beautiful scenic views, there are many can’t-miss national parks that you need to add to your travel bucket list.  Use the link here to review the article