Looking back at the events that transpired across financial markets in the first half of 2023, we can’t help but think of an old Latin proverb: inopinatum expectus, or “expect the unexpected.” What might the 2H 2023 markets have in store? While difficult to predict, we believe the outcome may be informed by the topic of this quarter’s Upon Further Review installment: Leading Economic Indicators.

If you’re thinking about growing your money, a Certificate of Deposit (CD) is a great way to start.

June is National Homeownership Month and we’re joining the nation in recognizing the importance housing plays in the lives of our community members.

With the cost of medical care increasing, we’re all on the hunt for ways to save. If you have a qualified High-Deductible Health Plan (HDHP), a Health Savings Account (HSA) can help you budget for, and save money on, health care expenses. So, how does an HSA savings account work, and how can you optimize your HSA? We’re sharing two simple steps to make the most of your HSA savings account.

Although it may seem counterintuitive, you shouldn’t be hoping for a large tax return in April. Why? It means you’ve been giving up too much of your paycheck throughout the year instead of putting it in your pocket.

For many small- to medium-sized businesses, capital investments – such as new software or equipment – are the lynchpin for future growth. Fortunately, financing these crucial enhancements through a working capital or equipment loan is not as expensive as you may think. Tax deductions, including Internal Revenue Code Section 179, make capital investments more affordable.