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Categories Invest Author Dieter Drews, JD

Reviewing Your Financial Plan After Tax Season

Reviewing Your Financial Plan After Tax Season

Tax season often feels like the finish line after months of gathering documents, reviewing statements, and working through filings. But once the return has been submitted, the information used to prepare your taxes can become one of the most valuable tools for improving your financial strategy for the year ahead. For many individuals and families, April is an ideal time to step back and evaluate their overall financial plan using the insights revealed during tax preparation.

Categories Invest Author Dieter Drews, JD

Stock Market Update and March Outlook

Market Review: February and Outlook for March 2026

February was marked by heightened volatility as investors weighed economic data, corporate earnings, and significant policy developments. Markets began the month with cautious optimism, supported by resilient earnings in select sectors and steady consumer activity. However, sentiment shifted in the second half of the month as uncertainty surrounding U.S. trade policy and legal developments introduced renewed risk considerations.

Categories Invest Author Dieter Drews, JD

A New Year Financial Check-In

A New Year Financial Check-In: Key Questions to Ask About Your Wealth Plan in February

The start of a new year often brings motivation to reset goals and refocus priorities, but by February, real life has usually returned to full speed. That makes this month an ideal time for a financial check-in. The noise of year-end decisions has passed, markets have started to settle into the year, and there is still plenty of time to make thoughtful adjustments before the year gets away from you.

Categories Invest Author Dieter Drews, JD

Stock Market Update and January Outlook

Market Review: December 2025 and Outlook for January 2026

As your fiduciary advisor, Prism Capital Management remains committed to putting your interests first through disciplined, long-term investment strategies tailored to your goals. As we enter 2026, here is a concise review of December 2025 market performance and our outlook for January.

Categories Invest Author Dieter Drews, JD

Stock Market Update and December Outlook

November Market Update and December Outlook

As we close out November, financial markets continued to show steady improvement, supported by cooling inflation, stable interest rates, and generally positive economic data. While uncertainty remains part of the landscape, the overall tone of the month leaned more optimistic than much of the year, providing investors with some welcomed momentum heading into year-end.

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