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Wednesday, August 16, 2023

The Sibling Discount has now come to an end. This will have a substantial effect on households with numerous children in college.

Thursday, July 20, 2023

2023 Second QuarterThe global economy grew at a slower pace in the second quarter of 2023, as rising inflation and interest rates weighed on growth. The United States economy grew at an annualized rate of 1.3% in the second quarter,...

Wednesday, May 24, 2023

The Debt LimitThe debt ceiling is a legal limit on the amount of money that the United States government is allowed to borrow. The debt ceiling is set by Congress and has been raised or suspended 88 times since 1917. This will be the...

Wednesday, May 10, 2023

For many, company equity is a significant portion of compensation. For publicly traded companies, restricted stock units (RSUs) are often the most common type of equity compensation.Here is what you need to know about your equity award...

Wednesday, January 4, 2023

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...

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Thursday, December 1, 2022

Divorce is an ending, and endings aren’t easy. There’s a lot of emotion involved: sadness, confusion, fear of the future, and maybe anger, to name just a few. It’s understandable if you want to sit on the sofa...

Wednesday, November 2, 2022

You’ve worked hard to establish a legacy you can be proud of, one that your family can continue to build upon for years to come. And as you know, a comprehensive estate plan is an essential piece of your financial puzzle. However...

Wednesday, September 21, 2022

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with vast historical data to support us, in times of stress we all struggle to overcome our natural...

Monday, March 14, 2022

After a rocky start to the year, it looks like this month may continue the bumpy road we’ve been on as markets digest the Russia-Ukraine conflict, the expected interest rate hike, and the possibility of more inflation.

Tuesday, January 11, 2022

Wednesday, December 15, 2021

It’s a little hard to believe that 2021 is almost in the books. Hopefully you find a quiet moment to reflect on the past year and to think about all of the gifts you may have received – tangible or intangible. One...

Thursday, December 2, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Wednesday, November 10, 2021

November is an opportunity to gather with friends and family and be thankful! The stock market bounced back nicely in October after a really bumpy September, jumping 7.01% (S&P 500). What drove the rebound?

Wednesday, October 13, 2021

Recap Well, September certainly lived up to its billing as one of the most volatile months of the year! After a run of seven consecutive positive months, the S&P 500 finally relented and gave back some gains, dropping just under -5%...

Tuesday, September 14, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Tuesday, August 17, 2021

August is the last full month of summer and is the beginning of the season winding down! The sun is starting to set earlier, and the crispness of fall is in the air, with cooler nights. It won’t be long until pumpkins and...

Monday, July 12, 2021

While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...

Tuesday, May 11, 2021

While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your...

Wednesday, March 10, 2021

We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...

Wednesday, February 3, 2021

As more and more people become dependent on technology, the chance of your finances being attacked through cyberspace is increasing tremendously. And one of the most common and devastating ways this happens is through identity theft...

Wednesday, December 9, 2020

Financial markets are volatile…it’s the nature of the beast when so many dollars, traders, brokers and investors are involved. And if you’ve been out of the market, you’ve missed some huge growth opportunities....

Wednesday, November 18, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...