Insights

It is not only the time of the year when we enjoy the holidays, but it is also the time for stock market strategists to provide a snapshot of their expectations for the S&P 500 in the year ahead. This year, I decided to compare these expectations with those of prior years, dating back to 2000. Along with all the annual outlook reports published over the last few weeks, there’s been the usual plethora of strategist price targets for where the S&P 500 will close out 2026. Most

Erin Semelka passes the CFP exam.

This is a summary of tax law changes related to charitable giving passed in 2025.