Our Information Center Your source for economic updates, market and retirement info, other timely articles, and upcoming client events. UPCOMING EVENTS! STAY TUNED! Sage Shorts Informational content on helpful topics Tax Loss Harvesting Recent Articles – – – – – – – – – – – – – – – – – – – – – – – Quarterly Market Insights | July 2025 Quarterly Market Insights | April 2025 Quarterly Market Insights | January 2025 See More Articles Please Click Here to Access Account View Additional resources Sarah Davidson Areas of Expertise Individual and Small Business Tax Returns *LPL Financial and its representatives do not provide tax or legal advice. Tax advice provided solely by Trinity Tax Services, LLC Learn More