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 – August 29, 2025
Quick Takes A late-summer selloff on Friday turned the S&P 500 Index and Nasdaq Composite Index negative for the week,...
Weekly Market Update – August 22, 2025
Quick Takes Last week was a mostly sleepy and downside-biased week for stocks, until Friday morning’s speech from Federal...
Weekly Market Update – August 15, 2025
Quick Takes The S&P 500 Index slipped -0.3% on Friday after setting three straight record highs on Tuesday, Wednesday,...
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...
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: Why It’s a Powerful Retirement Strategy
For most people, saving for retirement starts with an employer plan like a 401(k) or 403(b). Savvy investors also explore...
How Emotional Investing Impacts Your Returns
When markets swing, it's natural to feel like your stomach's dropped with them. Whether it's a sudden dip or soaring high,...
Why You Shouldn’t Pick a Mutual Fund by Its Name
It's all in the name, until it's not. Imagine you're looking to invest and see a fund labeled with a reassuring word like...
Long-Term Care: What It Is, Who Pays for It, and Why It Matters
When people hear the term "long-term care," many picture a nursing home in the distant future. But the reality is much...
What a Financial Planner Actually Helps With
There's no single moment when you suddenly 'need' a financial planner. But over time, as your life becomes more complex,...
When to Claim Social Security
Social Security is one of the few predictable income sources many of us can count on in retirement. But knowing when to...
Is Your Investment Risk Tolerance in Sync With Your Goals?
Imagine driving without speed limits. Would you hit 90 on the highway? Or coast along safely at 60? Investing works the...
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