Insurance
The Five Key Components of Financial Literacy
Having a good understanding of the building blocks of your financial success can help you in many ways on your
April 12, 2024
No Comments
Latest Blog Posts
RECENT ARTICLES
Market Commentary
April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his
April 8, 2024
No Comments
Estate Planning
Real Estate Investing: What Is a 1031 Exchange into a DST?
If you own real estate as an investment property, at some point you may have considered selling your asset and
March 29, 2024
No Comments
College Saving
529 Plans and SECURE 2.0: More Flexibility
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education
March 22, 2024
No Comments
Women Investors
Women and the Changing Financial Landscape
Wealth transfers from one generation to the next don’t usually make the news, but everything about the baby boomers has
March 15, 2024
No Comments
Market Commentary
March Market Commentary – Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different.
March 8, 2024
No Comments
Retirement Planning
Is Your Home Part of Your Retirement Plan?
Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can
February 26, 2024
No Comments
Retirement Planning
Managing Your Tax Risk – with Diversification
Managing the volatility of investment assets by creating a diversified portfolio is one of the basic principles of investing. Dividing
February 19, 2024
No Comments
Market Commentary
February Market Commentary – Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged
February 8, 2024
No Comments
Personal Finance
The Organization Principle
Getting organized is one of those goals that can seem like, if you could get there, it would be life-changing
January 17, 2024
No Comments
Market Commentary
January Market Commentary – Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term
January 9, 2024
No Comments
Market Commentary
December Market Commentary – Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention
December 19, 2023
No Comments
