Cash Flow
Building a Cash Reserve
Emergency borrowing always has a high cost. Credit cards charge 20%. Early 401(k) withdrawals come with a 10% early withdrawal
July 21, 2025
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Market Commentary
July Market Commentary – Everything is Different Now
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran
July 9, 2025
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Tax Planning
Understanding the Impact of the “One Big Beautiful Bill”
Following extensive deliberations, Congress has enacted and President Trump has signed comprehensive tax and spending legislation on July 4. This
July 7, 2025
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Market Commentary
Five Essential Investment Perspectives for Late 2025
At first glance, the initial months of 2025 presented significant hurdles for market participants. Between trade tensions and market volatility,
July 7, 2025
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Investing
Blurred Lines: The Difference Between Trading and Investing
The longest bull market in history lasted from March 2009 to March 2020.1 When it ended at the beginning of the
June 30, 2025
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Retirement Planning
Deferred Compensation – A Plan for Unlimited Retirement Savings
Deferred Compensation: A Plan for Unlimited Retirement Savings Maxing out a 401(k) plan is the foundation of a retirement savings
June 23, 2025
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Market Commentary
What a Weaker Dollar Means for Your Investments
Many Americans think of the U.S. dollar as a symbol of our country’s strength around the world. But lately, the
June 12, 2025
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Market Commentary
June Market Commentary – The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a
June 9, 2025
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Investing
Expanding Portfolio Horizons: Exploring Diversification Opportunities Beyond Major Indices
Equities serve as fundamental building blocks for long-term investment portfolios. When integrated into a well-structured financial strategy, equity investments have
May 28, 2025
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Market Commentary
Understanding the Investment Implications of Rising Debt and Credit Downgrades
The recent decision by Moody’s to downgrade America’s credit rating signals the conclusion of the nation’s premier debt standing. This
May 23, 2025
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Life Management
Financial Planning For Starting a Family
Beginning or enlarging your family is a joyous event, but adding long-term expenses also ups the amount of planning you
May 20, 2025
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Market Commentary
May Market Commentary – Does Volatility + Uncertainty Equal Recession?
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated
May 12, 2025
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