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Monday, November 20, 2023

As financial professionals assisting clients through retirement, we know that Alzheimer’s, dementia, and memory loss are ever-growing concerns of many families. If a loved one has been diagnosed with Alzheimer’s disease or...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. It is also a time when financial decisions impact spouses and children for years to come. With everything a...

Wednesday, November 1, 2023

We strive to be proactive and inform our clients about potential changes that could impact their tax situations. As you know, the Tax Cuts and Jobs Act of 2017 (TCJA) lowered marginal tax rates and the cost of capital. Although some...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has benefits. Still, one drawback is the difficulty of getting together in person....

Tuesday, October 17, 2023

Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared for the future. Late last year, Congress...

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Thursday, October 12, 2023

As financial professionals assisting clients through retirement, we know that Alzheimer’s, dementia, and memory loss are ever-growing concerns of many families. If a loved one has been diagnosed with Alzheimer’s disease or...

Tuesday, October 3, 2023

As we roll into fall and the fourth quarter, it’s a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are in a much different position than last year. Economic growth...

Tuesday, September 26, 2023

Recently, the buzzword artificial intelligence (AI) is on everyone’s minds, not just in the tech world but across multiple industries, including financial services. Given the growing interest and concerns surrounding AI, it...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. However...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s reputation for market-defining...

Thursday, August 31, 2023

Are you already planning for the end of the year? Where did the time go? In this edition, we’ll be looking into navigating Medicare for the first time, particularly if you are under the age of 65. Don’t forget Medicare...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 28, 2023

If it feels like the financial markets are lurching from news event to news event in recent weeks, you’re right. They are. The markets were on pins and needles waiting for Fed Chair Powell to deliver his talk at the Jackson Hole...