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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...
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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...

Year End Letter

December 30, 2021

As our year comes to a close, I’d like to take a moment to express my gratitude for trusting us with your business and update...

A Season of Gratefulness

November 22, 2021

It feels like the holiday season can’t come soon enough this year! We are ready to celebrate and also move forward with...
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Fourth Quarter Tax Planning Tips

November 16, 2021

With the pending Build Back Better bill changing daily, no one is sure what tax changes may be coming down the...

So Far, So Good, But Risks Abound

September 30, 2021

After the dramatic and sudden collapse of the global economy last year, The U.S. has spent most of 2021 in recovery mode. ...

Is It Time for Your Financial Check Up?

August 12, 2021

You routinely take care of your health and fitness, now it’s time to put a similar plan in place for your finances so that you...

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