Blog

Celebrating Thanksgiving by Giving Back

November 18, 2022

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

Investment Outlook, September 2022

September 28, 2022

"Keep At It" After an encouraging start to the summer, the markets have tumbled again, dropping almost 8% so far in September...
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Our Blockchain Crypto Conversation with a Client

September 2, 2022

Not long ago,  a client asked us to have a general discussion with them to help them better understand blockchain technology and...

Use This Year’s Volatility to Manage Taxes

August 18, 2022

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

Summer Economic Slowdown

July 12, 2022

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...
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Investment Outlook, July 2022

July 1, 2022

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...

Congratulations to Susie McLane!

June 23, 2022

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

Are We Already in a Recession?

June 6, 2022

As recently reported: Gross domestic product in the U.S. declined at a 1.4% pace in the first quarter, below analyst...
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Time To Use Your Tax Refund

May 4, 2022

What to Do with Your Tax Refund? Here we are already through the first quarter of 2022, and every year April 15th seems to...
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Investment Outlook, March 2022

March 25, 2022

After two blistering years, markets have had a difficult start to 2022. Investors are struggling to determine if inflation,...
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Your Valentine’s Day Honey-Do List

February 11, 2022

Finally, a Valentine’s Day where we can celebrate with our loved ones, possibly even enjoying a romantic dinner at a special...
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Investment Outlook, January 2022

January 8, 2022

Economic expectations at the beginning of 2021 were sky high. We were on the verge of a vaccine roll out, and we could imagine a...

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