Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Trump Trade
November 25, 2024
The time has come for market commentators and analysts to outline what Donald Trump’s reelection […]
Financial Health: Lessons from the Doctor’s Office
November 14, 2024
When we think about health, our minds often drift to physical well-being—routine checkups, balanced nutrition, […]
No Free Lunch: 3rd Quarter 2024 Commentary
September 30, 2024
No Free Lunch “Thirty Days, Head on the Pillow.” That was Frank Bragg’s stated rule […]
3rd Quarter 2024: Market and Economy
September 30, 2024
As I start my commentary, I am aware of how the upbeat tone regarding markets […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
The Power of Congruence: Aligning Values, Beliefs, and Actions
November 21, 2024
Have you ever gathered as a family to discuss a big financial decision, only to […]
Your 2024 Year-End Planning Checklist
November 11, 2024
With election day behind us and the frantic holiday season fast approaching, you might want […]
Tax Sunset Looming: Is Your Estate Ready for 2026?
October 15, 2024
Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
FAFSA Changes Are on the Way
September 3, 2024
2024 Update: Originally published in September 2022, this article has been updated, first in May […]