Beneficiary Strategies for 529 Plans

May 25, 2023

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

Investment Outlook, March 2023

March 31, 2023

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

March Tax Planning To Do

March 3, 2023

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...

Investment Outlook, December 2022

December 28, 2022

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

Thriving in Turbulent Times

December 9, 2022

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

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...
Business man touching line and dot graphic

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...
Man on beach looking at investment portfolio performance

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®...

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