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Blogs

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Michael Palma | Jun 1, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Michael Palma | May 1, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Michael Palma | Apr 1, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Michael Palma | Mar 1, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Michael Palma | Feb 1, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Michael Palma | Jan 1, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Michael Palma | Dec 1, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Michael Palma | Nov 1, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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Job Growth
Michael Palma | Oct 7, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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Michael Palma | Oct 2, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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Feeling the "Vibecession"?
Michael Palma | Jun 26, 2024

Feeling the "Vibecession"?

Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Market Volatility
Michael Palma | May 30, 2024

Why are markets volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
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