Proactive, year-round tax planning is key to reaching your long-term financial goals. To help you get started, this guide provides key information to support your 2025 tax
filing and to encourage thoughtful planning for 2026.
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total...




