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...
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...
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...
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,...
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...
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...
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. ...