Market Commentary Joel Orris 2/27/25 Joel Orris 2/27/25 Are You Set Up for Tax-Efficient Investing Before Filing Season? Read More Joel Orris 2/27/25 Joel Orris 2/27/25 “Time Is Money”: Your Financial Future Deserves Attention Read More Joel Orris 2/27/25 Joel Orris 2/27/25 Your Guide to Building Your Financial Future Read More Joel Orris 1/28/25 Joel Orris 1/28/25 Should You Revisit Your Emergency Fund in 2025? Read More Joel Orris 1/28/25 Joel Orris 1/28/25 How Does a High Interest Rate Environment Typically Affect the Markets? Read More Joel Orris 1/28/25 Joel Orris 1/28/25 Will 2025 Bring Back Inflation? Read More Joel Orris 12/23/24 Joel Orris 12/23/24 2025 Economic Outlook Read More Joel Orris 12/23/24 Joel Orris 12/23/24 Year-End Retirement Checklist: Preparing for 2025 and Beyond Read More Joel Orris 12/23/24 Joel Orris 12/23/24 Bitcoin's Surge and Future Outlook Read More Joel Orris 11/21/24 Joel Orris 11/21/24 How President-Elect Donald Trump’s Policies Might Shape the Future of U.S. Markets Read More Joel Orris 11/21/24 Joel Orris 11/21/24 Understanding Inherited IRA Rules: What You Need to Know Read More Joel Orris 11/21/24 Joel Orris 11/21/24 Tax-Planning Strategies to Consider Before Year-End Read More Joel Orris 10/30/24 Joel Orris 10/30/24 Meet the Team: Celebrations and Activities with Joel and Reese Read More Joel Orris 10/30/24 Joel Orris 10/30/24 Recent Port Strike, Middle East Conflicts: Understanding Major Events’ Effects on Market Trends Read More Joel Orris 10/30/24 Joel Orris 10/30/24 A Comprehensive Guide to Roth IRA Conversions in 2024 Read More Joel Orris 9/24/24 Joel Orris 9/24/24 Old Employer, New Plan: How to Manage Your 401(k) After a Job Change Read More Joel Orris 9/24/24 Joel Orris 9/24/24 End-of-Year Tax Strategies: How to Optimize Your Portfolio with Tax Loss Harvesting Read More Joel Orris 9/24/24 Joel Orris 9/24/24 Navigating the Fed's Recent Rate Cut and Understanding the Fall Market Dynamics Read More Joel Orris 8/30/24 Joel Orris 8/30/24 Mid-Year Check-Up: Are Your Financial Goals on Track? Read More Joel Orris 8/30/24 Joel Orris 8/30/24 Tax-Efficient Strategies for Year-End Planning Read More Older Posts Schedule a Meeting Stay Up-to-Date with Our Newsletter Sign up with your email address to receive monthly news and updates. First Name Last Name Email Address Sign Up Thank you!
Joel Orris 2/27/25 Joel Orris 2/27/25 Are You Set Up for Tax-Efficient Investing Before Filing Season? Read More
Joel Orris 2/27/25 Joel Orris 2/27/25 “Time Is Money”: Your Financial Future Deserves Attention Read More
Joel Orris 1/28/25 Joel Orris 1/28/25 How Does a High Interest Rate Environment Typically Affect the Markets? Read More
Joel Orris 12/23/24 Joel Orris 12/23/24 Year-End Retirement Checklist: Preparing for 2025 and Beyond Read More
Joel Orris 11/21/24 Joel Orris 11/21/24 How President-Elect Donald Trump’s Policies Might Shape the Future of U.S. Markets Read More
Joel Orris 11/21/24 Joel Orris 11/21/24 Understanding Inherited IRA Rules: What You Need to Know Read More
Joel Orris 11/21/24 Joel Orris 11/21/24 Tax-Planning Strategies to Consider Before Year-End Read More
Joel Orris 10/30/24 Joel Orris 10/30/24 Meet the Team: Celebrations and Activities with Joel and Reese Read More
Joel Orris 10/30/24 Joel Orris 10/30/24 Recent Port Strike, Middle East Conflicts: Understanding Major Events’ Effects on Market Trends Read More
Joel Orris 10/30/24 Joel Orris 10/30/24 A Comprehensive Guide to Roth IRA Conversions in 2024 Read More
Joel Orris 9/24/24 Joel Orris 9/24/24 Old Employer, New Plan: How to Manage Your 401(k) After a Job Change Read More
Joel Orris 9/24/24 Joel Orris 9/24/24 End-of-Year Tax Strategies: How to Optimize Your Portfolio with Tax Loss Harvesting Read More
Joel Orris 9/24/24 Joel Orris 9/24/24 Navigating the Fed's Recent Rate Cut and Understanding the Fall Market Dynamics Read More
Joel Orris 8/30/24 Joel Orris 8/30/24 Mid-Year Check-Up: Are Your Financial Goals on Track? Read More
