Your 2026 Year-End Financial Checklist
The end of the year is an excellent opportunity to review your finances, find areas to improve, and to prepare for the year ahead. We are all in different financial ... Read MoreRead More
How to Save for Your Child’s College | 529 Plans and Custodial Accounts
If you have children, one question may eventually become a major part of your financial plan: How are we going to pay for college? College can be expensive, and tuition ... Read MoreRead More
2025: A Powerful Reminder That Diversification Still Matters
If 2025 proved anything, it’s that markets don’t move in straight lines, and they rarely behave the way pundits expect. This past year whipsawed investors around the world. U.S. equities ... Read MoreRead More
This Group of Stocks is Crushing 2025 So Far
With the news cycle the way it is, there has been a lot of doom and gloom when it comes to the stock market so far in 2025. But one ... Read MoreRead More
Rebalancing: Why It’s So Important
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains ... Read MoreRead More
Why NOT to Wait on Estate Planning
A death in the family is life changing and stressful as it is, and the last thing surviving family needs is further discord and confusion on how to administer an ... Read MoreRead More
Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. ... Read MoreRead More
2022 Investment Market Recap
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, ... Read MoreRead More
The Power of Compound Interest
A dollar is worth more today than it is tomorrow, and with the help of compound interest, that couldn’t be truer. This concept is often referred to as the “time ... Read MoreRead More
Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so ... Read MoreRead More