Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

The Counterintuitive Stock Market Strategy: Lose Less

In 2020 my wife and I purchased a Peloton exercise bike. We had read wonderful […]

Turkey Season: 1st Quarter 2023 Commentary

Turkey Season—An Investment Story Somehow my son Charlie, age 15, talked his mother into letting […]

1st Quarter 2023: Market and Economy

Market and Economy There is a saying that “the Federal Reserve will tighten until something […]

The Ugly Truth of Diversification

Most of us have heard the phrase, “Don’t put all your eggs in one basket.” […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

FAFSA Changes Are on the Way

May 2023 Update: Originally published in September 2022, this article has been updated to reflect […]

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]

SECURE Act 2.0—A Boost for Retirement Savers

In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]

What Is Your “Why?”

The importance of shared values and a mission statement for the family business We all […]