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Mother and Son: Our Hopes for Our Children
In our vocation as wealth managers and financial advisors, we often work with clients to develop sound strategies for the financial...
Blog & Articles
- Nov 11
- 4 min
Good News from the IRS—No, Really!
On October 21, the Internal Revenue Service announced 2023 contribution limits and other provisions for retirement plans.
- Nov 7
- 2 min
The Bear in China
While US investors are coping with bear market returns, Chinese stock investors have been experiencing an outright fire sale. The Hang...
- Oct 31
- 4 min
A Wealth Planning Process for Pursuing Success On Purpose
Success—in investing, in business, in life—rarely happens by accident.
- Oct 31
- 3 min
Discounted Roth Conversions: It’s Not a Trick!
It’s hard to find a kid that doesn’t enjoy Trick-or-Treating. After all, what could be more fun than walking up to someone’s house and...
- Oct 24
- 2 min
Day-Traders Are Taking the Day Off
Anyone who has been involved in the financial markets for any length of time knows that volatility—both to the upside and the downside—is...
- Oct 17
- 3 min
The Crystal Ball and the Rearview Mirror
Every year, right before January 1, we are treated to the latest round of economic predictions for the coming year, published by the...
- Oct 10
- 4 min
Sailing into a Headwind? Retiring during a Bear Market
People who have been disciplined about saving for retirement are typically looking forward to the day when they can stop working (or at...
- Oct 10
- 3 min
Retirement: These May Be the “Good Old Days”
Inflation is up, the markets are down, and millions of Americans have, until recently, been forced to sit on the sidelines of the job...
- Oct 3
- 2 min
The Gift of Generosity
The ongoing humanitarian crisis in Ukraine, which began with Russian’s invasion in February of this year, has summoned a worldwide...
- Sep 30
- 4 min
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason:...
- Sep 26
- 3 min
From the Archives: The Next Recession—Things to Know and Things to Do
Here is another article from our “time vault.” Originally published in September 2019, the information presented here seems very timely,...
- Sep 19
- 2 min
Some Perspectives on the Current Market Downturn
By now you know that market timers and traders were spooked once again, causing a downward ripple across the US investment markets. It’s...
- Sep 12
- 3 min
Student Loan Forgiveness Is Good News for Borrowers, but What about the Economy?
You may have read that the Biden Administration issued an executive order canceling up to $10,000 of student loan debt for borrowers. The...
- Sep 6
- 5 min
The Inflation Reduction Act of 2022: What’s in It for You—And What’s Not
Our friends in Congress spend a lot of time and thought, not just in drafting and passing legislation, but also in naming it. The idea is...
- Sep 6
- 3 min
Are We in a Recession Yet? It Depends on Whom You Ask
As we pass the Labor Day mark and head into the latter part of 2022, the question on many minds is whether the US economy is headed for a...
- Sep 1
- 4 min
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the...
- Aug 29
- 3 min
Is the Pandemic Still a Thing? Is There More Than One?
The President of the United States has contracted COVID twice despite multiple jabs, and there are reports of monkeypox outbreaks around...
- Aug 22
- 3 min
The Inflation Reduction Act of 2022: What’s in a Name?
Many of us were surprised, given the seemingly endless partisan gridlock in Congress, when a substantial bill was recently passed and...
- Aug 15
- 3 min
“The Great Resignation” or “The Great Renegotiation”? The Labor Market Is Changing
For months now, we’ve been hearing about “the Great Resignation”: the pandemic-spawned phenomenon that has seen a record number of people...