Explore our Blogs and Market Updates
Stay in the know with our timely blog content covering everything from finding the right wealth manager to important IRS tax updates! Our Weekly and Monthly Market updates will keep you up to date on economic market trends.
Recent Market Updates
Weekly Market Update – February 02, 2024
Quick Takes After starting on a down note in the first week of the year, the S&P 500 Index has now risen for four...
Weekly Market Update – January 26, 2024
Quick Takes After starting on a down note in the first week of the year, U.S. stocks have rallied for three straight weeks,...
Weekly Market Update – January 19, 2024
Quick Takes After starting on a down note in the first week of the year, U.S. stocks rallied for a second straight week,...
Additional Content
Always Tell Me the Odds
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with...
Planning for vacation? Don’t forget Estate Planning
Ahhh … vacation. Most of us work hard all year and look forward to getting away for a few days to unwind. To make the most...
A Solid Home Needs a Solid Foundation
No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It...
Client Portal Video
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Do you want a quarter inch drill bit or a quarter inch hole?
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few...
6 Steps to Becoming Financially Organized
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them...
The Neglected HSA
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look...
Thank You, Senator Roth
Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on...
The Emotional Roller Coaster of Investing
“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There...
The Worst Way to Pick a Mutual Fund is Often the Most Popular
It’s all in a name. Until, well, it’s not. Imagine this: You sit down to select a mutual fund to invest in, and after...
Take a Cue from Soccer on Recent Market Volatility
As of yesterday’s close, U.S. stocks have fallen over 10% from their peak in late January (officially in “correction”...
After a Record Year for Stocks, What Should Investors Do in 2018?
For many of us, the New Year brings about time for both reflection and thoughts of the future. As 2017 is now in the books,...
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