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 […]