Blog

529 plans can be an attractive vehicle to save for higher education expenses.  The plans are tax deferred while invested, and...

This quarter started with a focus on the size of the next interest rate hike and has ended with investors questioning the...

It is hard to believe we are already three months into the year. With April tax deadlines right around the corner, now is a great...

After two historically strong years in the stock market, 2022 was a difficult and disappointing year. As our Federal Reserve...

Many investors today are survivors of the 2008 bear market and financial crisis, and most all experienced the 2020 COVID market...

While the year--and the market-- has been rather tumultuous, we have so much to be grateful for this Thanksgiving. We look...

"Keep At It" After an encouraging start to the summer, the markets have tumbled again, dropping almost 8% so far in September...

  The start of this year saw one of the worst years on record for stock market volatility and returns. Now, almost...

As we look to the start of the second half of 2022, the same trends that were playing out in January are still unfolding, and...

Has 2022 only been six months? The S&P 500 has had its worst start to the year since 1970 and the traditional safety of bonds...

We are so proud to share that Susie McLane has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP®...