Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Interest Rates, Inflation and Your Portfolio: Special Market Commentary
May 12, 2022
Interest Rates, Inflation and Your Portfolio An audio Q&A featuring Benton Bragg, CFA, CFP®, Jen […]
Value Still Beats Growth
April 30, 2022
Back in 2015, we wrote an article entitled Value Beats Growth, referencing the fact that […]
Ping Pong: 1st Quarter 2022 Commentary
March 31, 2022
Ping Pong A little-known fact about yours truly is that I once held the title […]
1st Quarter 2022: Market and Economy
March 31, 2022
Market and Economy Just two years after the start of the COVID pandemic, the […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
What Does It Mean to be Tax Diversified?
March 9, 2022
We spent much of 2021 watching the news, wringing our hands, and waiting for the […]
Speaking From Beyond the Grave: Writing a Letter of Intent
March 4, 2022
After my father died in 2011, my siblings and I each received a small payment […]
Create an EPIC Retirement
February 16, 2022
Preparing for retirement can be exciting and terrifying! At age 55, my husband has started […]
It’s Almost Time to Clear the Clutter
February 15, 2022
This article was originally published in February 2020. It was updated in February 2022, to […]