
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...

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...

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...

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...