When the investment that built your wealth becomes too big to ignore Some of the most successful people accumulate wealth precisely because they weren't diversified.An executive spent decades accumulating company stock. A business owner poured everything into one successful company. A real estate investor concentrated heavily in one market. An investor bought a stock years ago and watched … [Read more...]
2026 Didn’t get the Midterm-Year Memo
2026 Didn’t get the Midterm-Year Memo
Midterm election years have historically been a little rough on investors - more volatility, more uncertainty, and weaker returns. 2026? Not so much The S&P 500 is up nearly 12% year-to-date. At this same point historically, the average midterm year has been roughly flat, while the average non-midterm year has gained about 9% In other words, 2026 isn’t just beating the typical midterm … [Read more...]
The 5-Year Tax Window Most Pre-Retirees NEVER See Coming
The 5-Year Tax Window Most Pre-Retirees NEVER See Coming
Why the years after your last paycheck could be some of the most valuable tax-planning years of your life You’ve spent decades putting money into retirement accounts.But as retirement approaches, an entirely different question becomes important: How are you going to get that money back out?? For many successful professionals and business owners, there may be a unique period between their … [Read more...]
FINANCIAL INSIGHT: The Number That Matters More Than Your Return
FINANCIAL INSIGHT: The Number That Matters More Than Your Return
When investors review their portfolios, one number tends to get most of the attention: the Return But a portfolio that earns 7% doesn't necessarily make you 7% wealthier. What ultimately matters is your real return—how much your purchasing power has actually increased after accounting for inflation, taxes, fees, and other costs Here's a simple example: If your investments earn 7% in a … [Read more...]
What the Midas Buyout Means for Max Auto Supply Employees–How to Make the Most of It
What the Midas Buyout Means for Max Auto Supply Employees–How to Make the Most of It
If you work for Max Auto Supply, major changes are on the horizon. In June 2025, Mavis Tire Express Services Corp. acquired Midas International, one of North America’s most recognized tire and auto service brands. As a result of that deal, Midas is now set to purchase Max Auto Supply, a long-standing regional operation based in Toledo, Ohio. This upcoming acquisition—expected to close in … [Read more...]
Paying for College Without Sacrificing Your Retirement: Smart Strategies Every Family Should Know
Paying for College Without Sacrificing Your Retirement: Smart Strategies Every Family Should Know
For millions of parents, the dream of sending their children to college comes with an uncomfortable dilemma: how do you pay for college without compromising your retirement? It’s a financial tightrope walk. On one side, you want to support your child’s educational aspirations. On the other hand, you don’t want to sabotage the financial security you’ve worked a lifetime to build. The good news? … [Read more...]
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