Happy July! Can’t believe we are half way through the year! The markets have been anything but stable this year. Incredibly enough, the stock market (represented by the S&P500) registered an all-time high to finish the second quarter...

Every year on July 4th, Americans fire up the grill, gather for fireworks, and proudly wave the flag in celebration of Independence Day. But behind the parades and patriotic songs are some lesser-known facts that add even more color...

In our weekly blogs, we like to offer perspective—usually it’s about the markets, planning, or strategic decision-making. But sometimes, the best kind of insight has nothing to do with finances and everything to do with leadership,...

Kids cost a lot. As financial planners, we know the expected average cost that a child can be to a family. As a parent, I know that the actual figure can be much more than that average. In this blog, I will talk about one of the...

It’s an anxious time for pretty much everyone. No one likes to see their wealth slashed quickly. The Trump Administration has said we may need to take upon some short-term pain for long-term gain, but who likes any pain? We’ll start...

We summarized our November “Election Uncertainty is Over, but What Now?” blog by writing “election uncertainty is over but now we have policy uncertainty.” Boy, was that an understatement! Fifty-some days into Trump’s new presidency,...

On January 5, 2025, President Joe Biden signed into law the Social Security Fairness Act (“SSFA”), a landmark piece of legislation aimed at rectifying long-standing inequities affecting public sector employees. This Act repeals the...

By now, we are sure you have heard about DeepSeek, the Chinese startup which introduced a cost-effective AI model in late January that spooked the global tech markets with Nvidia’s (NVDA) stock dropping 17% on January 27th. Not...

The Super Bowl isn’t just the biggest event in US sports- it’s a massive financial machine. Whether your favored team won or lost this past weekend, all participants in this great sporting competition stand to benefit. The Winners...

Tariffs, taxes imposed on imported goods, have long been a tool in U.S. trade policy, used to protect domestic industries, address trade imbalances, and respond to international disputes. In recent years, tariffs have made headlines...

As a firm that serves clients as old as 100 years and as young as teens, we see first-hand that generational finance habits can vary drastically. For boomers, gen X, and millennials, this difference seems more nuanced. However, with...

Index funds have become synonymous with low-cost, efficient investing, and for good reason. They offer broad market exposure, low fees, and a straightforward way to participate in market growth. But as markets evolve, relying solely...