Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

To learn more, check out the full video below to hear what our Founder and President Erik Thompson has to say. Please don't hesitate to reach out if you have questions or would like to discuss anything we cover in the video. Don't forget to check out our other videos from Peerless Wealth!

Market Update: Perspective Amid Volatility Amid growing uncertainty around global tariffs and their potential impact on corporate earnings, last week ranked among the worst on record for the S&P 500, which fell approximately 8%. This decline officially places the index more than 20% below its recent peak, marking its entry into bear market territory. So, what should you do? This year marks my 26th year advising clients on long-term investment strategies. Over that time, I’ve...