2026 Tax Season Updates & Key Deadlines  As we settle into 2026, we wanted to share important tax season updates and deadlines to help you navigate the coming months with clarity and confidence. Below, we’ve outlined key timelines for tax documents, retirement contribution opportunities, and required minimum distributions (RMDs).  Tax Documents  For the 2025 tax year, Schwab anticipates delivering the initial batch of Form 1099s by the end of February 2026, with additional corrected 1099s posted in March and…

2025 Year-End Insights & 2026 Outlook As 2025 draws to a close, we want to help you tie up loose ends, take advantage of remaining planning opportunities, and prepare proactively for what’s ahead in 2026. Below, we’ve outlined key financial actions, deadlines, and updates to keep in mind as you finish the year strong. Closing…

We’re excited to share a team update and celebrate Kelli Porter, Ailyn Castillo, and Eli Gripp as they step into new roles at Tschetter Group. Kelli will be joining our leadership team in the newly created role of Director of Planning & Service. In her five-plus years with Tschetter Group, Kelli has been instrumental in…

The stock market, as represented by the S&P 500, began 2025 on a positive note advancing nearly 5% through mid-February and hitting an all-time high of 6,147.  The market then proceeded to enter correction territory (defined as a 10% decline from the most recent peak) through March 13th.  We recognize this downturn caught many off…

2025 Tax Season Updates & Key Deadlines As we bid farewell to January, we hope your month was filled with positivity, productivity, and perhaps a few moments of well-deserved relaxation. As part of our commitment to proactive service, we want to provide you with important updates on the timeline for tax documents, retirement contribution deadlines,…

2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…

Was That a Speed Bump or Sink Hole? In just 14 trading days from mid-July to early August, the S&P 500 sold off over 8%. Although periods of negative returns never feel good, market corrections are inevitable and part of the process of achieving attractive long-term returns. It is times like these that remind us of the importance…

Forty Thousand. That’s the level the Dow Jones Industrial Index passed last week—an all-time high. The S&P 500 is also at record levels. All seems good. Maybe too good. The stock market, as defined by either the Dow Jones Industrial Index or the S&P 500, seems to push higher on a weekly basis. This may lead to complacency and…

Every few years, we find ourselves inundated by presidential election-related news, noise, and campaign ads. It can be a deafening drumbeat of scare tactics, exaggerations, and unattainable promises, all aimed at swaying voters one way or another. In the last presidential election cycle (2019-2020), the Federal Election Committee reported that presidential campaigns spent $4.1 billion,…