Jerod Frank - Wealth Coordination Partners

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1

Tax Reform on the Horizon: What You Need to Know Dear Friends and Clients, As we look ahead to 2025, there’s growing talk about the future of tax reform—and more specifically, the potential extension of provisions from the Tax Cuts &...

Election Update: What's Next for Taxes?

If you are charitably inclined, make sure you are taking advantage of tax law in regards to charitable gifts. Here is a great resource for maximizing your Qualified Charitable Distributions.

Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).