Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Interest Rates, Inflation and Your Portfolio: Special Market Commentary
Interest Rates, Inflation and Your Portfolio An audio Q&A featuring Benton Bragg, CFA, CFP®, Jen […]
Value Still Beats Growth
Back in 2015, we wrote an article entitled Value Beats Growth, referencing the fact that […]
Ping Pong: 1st Quarter 2022 Commentary
Ping Pong A little-known fact about yours truly is that I once held the title […]
1st Quarter 2022: Market and Economy
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?
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
After my father died in 2011, my siblings and I each received a small payment […]
Create an EPIC Retirement
Preparing for retirement can be exciting and terrifying! At age 55, my husband has started […]
It’s Almost Time to Clear the Clutter
This article was originally published in February 2020. It was updated in February 2022, to […]