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 […]