If you've been following the news, you've probably heard about the new “Trump Accounts” created by the One Big Beautiful Bill Act. Whenever Congress creates a
Alphabet/Google had its initial IPO in August 2024. The company was worth about $26.4 billion on that first day of trading. Meta/Facebook went public about 8
The S&P 500 has done exceptionally well the past few weeks, bottoming for the year-to-date period in the low 6,300s on March 30th, only to explode up north of 7
Two items of note:
- I have two accountants to refer clients to that I feel comfortable with:
a. One is my friend Greta Loesel. She is not a CPA, works for HR
Writing this afternoon of Tuesday, February 3rd, 2026, the S&P500 is now a touch below the level the index achieved on October 29, 2025. This latter date is
Three positive thoughts and three current frustrations. Let’s leave on a positive note, so frustrations first:
- Tariffs are causing confusion. I will again go
Like most of us, I am quite frustrated with what I see coming out of Washington the past couple weeks, especially as it relates to the pending tariffs that are
Ed Slott is a thought leader on taxes and has made a living on IRA thoughts and tax advice related thereto. For quite a few years he has been beating the drum
And once again, we have a new President. My clientele spans the gambit from thrilled to distraught, much like the populace. I try to keep a steady hand and
It has been a while since my last post, but rest assured we have had a productive, fruitful year here at First Financial Associates. New and established
We have been very productive this year at First Financial Associates, but in that activity I have been remiss to provide enough blog posts, and I intend to
Sometimes it is useful to consider the pros and cons for the markets as we currently see them. I am generally positive on the future, and it is easier for me