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It’s Time for Tax Planning (2025)! Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, walks through the latest update to the customized client tax… Read More »It’s Time for Tax Planning (2025)

Is Now the Time to Buy? Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, discusses the current correction/bear market in the SP500, how to… Read More »Is Now the Time to Buy?

Understanding the Trump Tariffs Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, shares his insight and background on the current market reaction to the… Read More »Understanding the Trump Tariffs