Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
ESG Investing: A Big Help or a Big Hype?
On November 22, 2022, the U.S. Department of Labor finalized a rule that allows retirement […]
Stair Climber: 4th Quarter 2022 Commentary
Stair Climber I fell off the stair-climbing machine at the Dowd Y this week. It […]
4th Quarter 2022: Market and Economy
Market and Economy The year 2022 was challenging for investors. The highest inflation in four […]
Dealing With Inflation
Everyone has noticed it—at the grocery store, at the gas pump, on items from airline […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
What Is Your “Why?”
The importance of shared values and a mission statement for the family business We all […]
Hand-Me-Downs and Split-Interest Gifts
Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
2023 Tax Rates & Inflation Adjustments
The IRS released Revenue Procedure 2022-38 (PDF) and Notice 2022-55 (PDF), which detail the tax changes, inflation and […]
Who Needs a Credit Card?
What young adults and parents need to know about credit cards and building credit. “Free […]