helping you find yours

The recently passed One Big Beautiful Bill introduces a sweeping set of changes to the U.S. tax code that will affect millions of Americans. Whether you’re a senior citizen, a parent saving for your child’s education, or simply trying to maximize your deductions, these new provisions could have a significant impact on your financial planning….

2026 Portfolio Changes & Market Perspective Dear Valued Client, 2025 was a strong year for markets. As we embark on a new year, we remain optimistic about the future while maintaining a prudent approach to portfolio management. Several positive market tailwinds are shaping our outlook, including declining interest rates, reduced business regulations, and higher expected…

It’s time to file taxes. If you have a TradePMR Access Online profile, accessing your 1099 forms will be quick and easy. Follow this step-by-step guide whenever you’re ready. Log in to your TradePMR account. From the main menu, navigate to your Portfolio. Click on Statements & Docs. Use the dropdown on Document Type to…

What Is Happening The Missouri Department of Social Services (MDSS) announced that November 2025 SNAP (Supplemental Nutrition Assistance Program) benefits, formerly known as food stamps, were initially halted due to the federal government shutdown. As of November 8, MDSS began issuing partial benefits for the month. For households already balancing tight budgets, missing all or…

Are you a high-wage earner over 50 and planning ahead for retirement, or do you help manage retirement plans for employees who are? There’s an important change on the horizon that could affect how you save for retirement. The SECURE 2.0 Act of 2022 Beginning January 1, 2026, a new provision under the SECURE 2.0…

As we approach the end of the year, this is the time to make sure you’re checking your list twice. Here are two key updates and actions we recommend you pay attention to.