Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Psychology & Money: When Two Worlds Collide
More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
The House Always Wins—Unless You’re Investing
I just finished watching the Carolina Panthers beat the odds and upset the Dallas Cowboys […]
Marathon—3rd Quarter 2025 Commentary
Marathon My son Carlton (23) ran a marathon last weekend. He and his friends chose […]
3rd Quarter 2025: Market and Economy
Nine months into 2025, headlines have been abundant—but so have returns. We’ve seen nonstop changes […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Your 2025 Year-End Planning Checklist
With the end of 2025 fast approaching, you might want to check your financial to-do […]
The Tax Valley: A Hidden Opportunity for Retirees
Many people approaching retirement think their tax bill will naturally go down once they stop […]
Bridge Loan Bootcamp
We recently completed our annual Bragg Bootcamp, a popular two-day introduction to financial planning for […]
Donating in Retirement: Give More and Owe Less with QCDs
Charitably minded individuals over age 70½ with Individual Retirement Accounts (IRA) should consider Qualified Charitable […]