by Velekei Giles | Oct 10, 2025 | Financial Blog
Artificial intelligence has opened the door to many exciting opportunities, but it has also given fraudsters new tools to trick people into sharing personal or financial information. These scams are becoming more widespread and sophisticated, reaching people of all...
by Velekei Giles | Sep 8, 2025 | Financial Blog
If the market feels unpredictable to you this year, you’re not alone. Between inflation headlines, interest rate speculation, and global conflicts, 2025 has already delivered its share of market swings. And yet, despite the volatility, the S&P 500 continues to...
by Velekei Giles | Aug 8, 2025 | Financial Blog
What the New Reconciliation Bill Means for Your Financial Plan A practical look at how recent legislation could affect your taxes, healthcare, and more. Congress recently passed a sweeping legislative package known informally as the Reconciliation Bill or the “One Big...
by Velekei Giles | May 5, 2025 | Financial Blog, Financial Planning, Retirement
When you’re planning for retirement, one important consideration is how taxes can impact your financial picture. A Roth conversion is a strategy that can help you manage your taxes over the long term. But what is a Roth conversion, how does it work, and why might it...
by Velekei Giles | Apr 5, 2025 | Financial Blog, Financial Planning
Understanding how media coverage can affect investor behavior. It’s never been easier to stay informed — or overwhelmed. Between 24/7 cable news, financial websites, social media, and podcasts, investors today are surrounded by more market commentary than ever. While...
