August 6, 2024
Market Volatility and Your Financial Plan As many of you have undoubtedly noticed, the stock market has dropped in the last few weeks as we’ve […]
July 14, 2024
Markets Show Continued Strength as Economic Data Weakens Two years ago, this past June, we were in the middle of the largest price increase […]
July 14, 2024
Selling Your House? Maximize Your Tax-Free Gains We all know that houses have appreciated significantly in the past few years. As families contemplate navigating this […]
July 14, 2024
Politics and Your Portfolio: Red, Blue, or Green? With the election fast approaching and political drama running the news narrative, many people wonder how […]
June 10, 2024
Sell In May And Go Away…? If you blinked, you missed it – This May saw a strong reversal from the market slump in April, with […]
June 10, 2024
How Organized Is Your Estate? How would your family manage if you were to pass away? The reality is that this situation can be trickier than […]
October 13, 2023
The pandemic clearly made a large impact on all different parts of the economy. Seldom in history is there an event that makes such an impact […]
March 1, 2023
“New Year, New Market?” Something has changed… In our last letter, we discussed 2022 and why it was a tough year for markets. Both stocks and […]
January 24, 2023
Summary: Each plan has different contribution and matching rules that need to be considered when crafting a savings approach. There are three “buckets” of contributions allowed […]