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Tuesday, March 21, 2023
If you have questions about your accounts, or if you’re thinking about adjusting your financial strategy, please know the door is open to you anytime to reach out. Meanwhile, feel free to download this printable, newly...
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Tuesday, March 14, 2023
For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...
Read MoreMonthly Market Insights | March 2023U.S. MarketsStock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation.For the month, the Dow Jones...
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Presidents Day is a time to reflect on the wisdom of our notable presidents, including George Washington and Abraham Lincoln. Lincoln said, "The better part of one's life consists of his friendships." This Presidents Day I hope you...
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Wednesday, February 15, 2023
As tax season commences, I wanted to share an article about tax efficiency in retirement. Will you pay higher taxes in retirement? It's possible. But that will largely depend on how you generate income. Read more here.
Read MoreMONTHLY MARKET INSIGHTS | FEBRUARY 2023U.S. MarketsStocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood.For the month, the Dow Jones...
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Monday, January 23, 2023
The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...
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Monday, January 16, 2023
The third Monday of January is Martin Luther King Jr. Day. The legacy of Dr. King means many things to each American.This is a day of remembrance for both the man and his work. It’s also a day of service, in which we use a day...
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Wednesday, January 11, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreCheck out our guide to Tax Planning for 2023!Tax Planning 2023
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Monday, November 28, 2022
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
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Tuesday, November 15, 2022
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...
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Monday, October 24, 2022
ESG has gone from a niche investment philosophy to a mainstream investment tenant while gaining the attention of corporations, politicians, regulators, and investors.ESG stands for environmental, social, and governance and is a way of...
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Wednesday, October 12, 2022
October is Cybersecurity Awareness Month. Is this relevant to you? Well, consider how many of your daily activities are done online. Even when it comes to your finances, nearly everything can be done on the internet. While convenient,...
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Tuesday, October 4, 2022
Most people are used to having a portion of their paycheck withheld for Social Security during their working years. But not everyone realizes that their retirement benefits could still be subject to income taxes—especially if...
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Thursday, August 25, 2022
The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...
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Wednesday, August 17, 2022
With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...
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Wednesday, August 10, 2022
Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...
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