Ron Taraborrelli

Whether you are filing independently or working with a professional, organization is the essential first step to a successful tax season. Compiling your documentation early can help ensure an accurate return, potentially allow you to claim all eligible credits, and prevent errors that could delay your refund. Essential Personal Information Before looking at income statements, ensure you have the following personal records ready: Identification : Social Security numbers or Individual Tax ID...

Index 1 Month % Year To date % One Year % S&P 500 Total Return 0.06 17.88 17.88 NASDAQ Composite** (0.15) 20.54 20.54 S&P Developed Ex-US BMI* 3.60 35.49 35.49 Dow Jones Commodity (DJCI) (0.41) 13.78 13.78 S&P US Aggregate Bond* (0.01) 7.20 7.20 Despite several headwinds at the start of 2025, the US stock market posted its 3rd consecutive year of gains. Mega-cap stocks led returns, and all large-cap sectors ended 2025 higher. Communication Services and Information Technology were the top two...

Five Financial Resolutions