Mining Maelstrom: Why Rare Earths Are Making Headlines

by Julie Long | Aug 7, 2025 | General, Investment, Retirement

Over the past several years, news reports have grown more intense about the precarious global supply of rare earth minerals. Yet outside scientific and national security arenas, many people may not fully understand the importance of rare earths. What are these...

Surprises May Be in Store for Online Shoppers in the Tariff Era

by Julie Long | Aug 7, 2025 | General, Investment, Retirement

On April 2, 2025 an executive order was issued eliminating the de minimis exemption for low-value imports from China, which previously allowed U.S. consumers to buy goods worth up to $800 directly from online marketplaces based outside of the United States without...

One Big Beautiful Bill Act

by Julie Long | Jul 31, 2025 | General, Investment, Retirement

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, after months of deliberation in the House and Senate. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances...

Buffett Takes a Bow: 7 Lessons from an Iconic Investor

by Julie Long | Jul 25, 2025 | General, Investment, Retirement

At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.1Buffett is a venerated investor due to his financial success and long track record of stock market...

Understanding Probate

by Julie Long | Jul 17, 2025 | General, Investment, Retirement

When you die, you leave behind your estate. Your estate consists of your assets — all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and...