by admin@collabdesign.co | Mar 1, 2026 | Personal Finance
As I write this in February, this is the time when many ambitious and well-intentioned people have given up on their New Year’s resolutions. I know I’ve certainly fallen into that cycle, so if that’s you, you aren’t alone. When pursuing any goal, whether it’s a...
by admin@collabdesign.co | Feb 15, 2026 | Economy
Going Global The S&P 500 enjoyed another banner year in 2025. Including dividends, the index was up a total of 17.9%. It might surprise some that in the year the United States placed significant tariffs on its international trading partners, non-U.S. stocks [as...
by admin@collabdesign.co | Feb 1, 2026 | Tax Planning
Many of you have begun filing your taxes or will be filing in the near future. In 2026, “Americans are expected to receive the largest tax refunds in U.S history this filing season,” stated by the current administration. Fact or fiction? I will make the case that it...
by admin@collabdesign.co | Jan 14, 2026 | Economy
Continued Growth Heading into 2026 The economic word of the year for 2025 was once again “resilience.” The U.S. economy remains in expansionary territory (notwithstanding a likely soft 4Q 2025 GDP number from the recent government shutdown). We can thank consumers...
by admin@collabdesign.co | Jan 1, 2026 | Retirement Planning
For many high-income earners, saving for retirement in the most tax-efficient way can feel frustratingly limited. Roth IRAs are especially desirable retirement account vehicles because they allow your investments to grow tax-free, and your qualified withdrawals in...
