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...

Social Security is a cornerstone of American social policy, providing financial support to retirees, disabled individuals, and survivors of deceased workers. The program has helped millions maintain a basic standard of living and...

In my opinion, it is NOT! It’s much more than that. What about health, family, friends, and time? Certainly, our relationships with money can be complicated. This blog, inspired by an interview between Barry Ritholtz, editor of the...

In a world where financial pressures seem to be ever-increasing, personal budgeting has become more crucial than ever. Effective budgeting empowers individuals to gain control over their finances, helping them make informed decisions...

For the first time ever, gold bars are worth one million dollars! After tremendous growth of 21.88% year-to-date at the time of writing*, the gold spot price passed $2,500 per troy ounce on Friday, marking a new all time high. With...

“Not money.” “Based on thin air.” “Money for criminals.” These are just a few quotes that the two leading presidential nominees have used in the past to describe cryptocurrency. For the last decade and a half, we’ve heard cries from...

You may have heard about recent activity in the stock market that some are calling “the great rotation”. If you’re wondering what that means or what’s causing it, you’ve come to the right place. We’ll explain market rotations, take a...

We received lots of comments on our blog “War on the Young” which was issued on May 2, 2024. Most of the comments we received asked the question, “What can be done to correct this?” Today we look at possible changes that could help...

Crypto like Bitcoin and Ether have been making waves as of late, with some significant recent developments. After a terrible 2022, Bitcoin and other cryptocurrencies have been on a roll. In January of this year, we wrote a blog...

In the unpredictable realm of the stock market, understanding the phenomenon of pullbacks is essential for any investor. Markets pullbacks, often feared and misunderstood, are a temporary decline in stock prices within an otherwise...

Last week, one of our favorite client couples asked this question. They knew they had a bill coming up for taxes. We had reviewed their estimated tax liability a number of times last year with them after they had made a nice capital...