News and Commentary
Meet the Team
Michael Gochenour
Get to know Mike Gochenour, Executive Vice President and Financial Advisor. With more than 25 years of experience as a Financial Advisor, Mike is a founding member and leader of the Lantz and Gochenour Investment Group.
Mary Via
Get to know Mary Via, Financial Advisor, AWMA®. Mary has been an integral part of the Lantz and Gochenour Investment Group since our inception and brings more than 25 years of industry experience to her role as an advisor.
Jackie Blosser
Get to know Jackie Blosser, Senior Registered Private Client Associate.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
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