We are proud to announce that Jeremy Eppley, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Certified in Blockchain and Digital Assets® designation! The CBDA ® certification is a specialized professional credential for financial advisors who guide clients through blockchain technologies, cryptocurrencies, tokenization, and broader digital asset strategies. Jeremy earned his CBDA® certification through the Digital Assets Council of Financial Professionals

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On February 20, 2026, the Supreme Court ruled in a 6-3 decision that the president cannot use the International Emergency Economic Powers Act (IEEPA) to impose tariffs. These are our initial reactions to this historic Supreme Court ruling.

The S&P 500 edged down 0.4% this week, led by the technology and financial sectors. The index ended the week at 6,878.88. With Friday the last trading day of the month, the market benchmark fell 0.9% in February. It's still up 0.5% for 2026. In economic news, the US producer price index rose by 0.5% in January following a 0.4% increase in December, according to the Bureau of Labor Statistics. This was higher than the 0.3% gain expected in a Bloomberg survey. After excluding t

The S&P 500 index slipped 1.4% this week as declines led by the financial and communication services sectors outweighed utilities-led gains. The S&P 500 ended Friday's session at 6,836.17, down 1.5% for the month. The week's decline pushed the index into the red for the year, with the market benchmark now down 0.1% for 2026. While many companies reported quarterly results above analysts' expectations for the just-ended quarter, investors were concerned by pervasively pessimi