Dan Shomper Quoted in U.S. News & World Report

By |2026-01-05T21:11:50+00:00December 12th, 2025|In the News|

As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. "It's generally good practice to go directly to the fund manager's website, since this will contain [...]

Market Commentary 11/30/2025

By |2025-12-08T15:18:33+00:00December 8th, 2025|Blog|

By: Matt Garrott The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was boring, but it was a turbulent month for the index with headlines driving dips and rebounds. It’s times like these that it’s tempting to lean on creative market indicators. A personal favorite of [...]

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