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Blog

Rick Lucas | Jun 30, 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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Rick Lucas | Jun 23, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Rick Lucas | Jun 16, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Rick Lucas | Jun 9, 2025

U.S. Credit Downgrade: What Savers and Investors Should Know

Investments
Finance
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
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Rick Lucas | Jun 3, 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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A young woman vacuuming her apartment with headphones on and dancing.
Rick Lucas | Jun 2, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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S&P
Rick Lucas | Jan 20, 2025

New Year Update: 2024 Reflections & 2025 Expectations

Investments
Economy
As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Bull Market Length
Rick Lucas | Nov 25, 2024

What will the new administration do first?

Investments
Economy
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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election statistics
Rick Lucas | Oct 21, 2024

Elections & market reactions

Investments
Economy
What do presidential elections mean for your portfolio?
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Performance after rate cuts
Rick Lucas | Sep 25, 2024

Lower interest rates. Now what?

Investments
Economy
Why did the Federal Reserve cut rates? Learn more here.
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Job Growth
Rick Lucas | Aug 26, 2024

What happens next? (market rollercoaster)

Investments
Economy
It’s been a wild August for markets. Let’s review.
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Presidential Election
Rick Lucas | Jul 29, 2024

New presidential candidate? (What it could mean)

Investments
Economy
Tax
A lot has happened recently. Let’s review.
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