Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
Getting Skunked: 2nd Quarter 2022 Commentary
Getting Skunked My father used to pay me $50 cash NOT to bring my dog […]
2nd Quarter 2022: Market and Economy
Market and Economy Persistently high inflation, rising interest rates, and the ongoing Russia/Ukraine war weighed […]
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 […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
FAFSA Changes Are on the Way
If you have a student who will be enrolled in college for the 2023–24 school […]
Choosing Between a Donor-Advised Fund and a Private Foundation
Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]
Roth Conversions: One Proactive Measure During Bear Markets
The first half of 2022 certainly tested the patience of investors. Both stock and bond […]
Estate Planning Update: Portability Filing Relief
Originally Published June 2017, Updated July 2022 The original version of this article described the […]