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“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...
Blog & Articles
- Aug 8
- 3 min
Ending “Surprise” Medical Bills: The “No Surprises Act” of 2021
Many of us have experienced frustrating episodes involving the healthcare system, our health insurance, or both. Especially for those who...
- Aug 2
- 5 min
Is It a Recession? Or Is the Economy Just in a Bad Mood?
When was the last time you “woke up on the wrong side of the bed”? Maybe things were not going smoothly at work; maybe the kids were...
- Aug 1
- 3 min
Your Emergency Fund
Here’s another article from our archives that seems especially timely, as many investors are wondering whether the latest quarter of...
- Aug 1
- 4 min
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents...
- Jul 25
- 3 min
A Look Back at Inflation
It’s not unusual to get nostalgic, looking back at images or other relics of bygone days. In fact, a popular restaurant chain, Cracker...
- Jul 18
- 3 min
Advance Planning for High-Net-Worth Estates Is Still Important
With the passage of the Tax Cuts and Jobs Act (TCJA) of 2017, many high-net-worth individuals breathed a sigh of relief, especially...
- Jul 11
- 2 min
Grandparenting: Counting the Cost
Let’s face it: you’d be hard pressed to find a grandparent anywhere who won’t admit to the pleasure of spoiling the grandkids. Whether...
- Jul 7
- 4 min
Why You Shouldn’t Try to Ride the Market Cycle
Correctly anticipating the Next Big Market Move is the Holy Grail of investing. But like the Holy Grail of legend, it typically proves...
- Jul 5
- 3 min
College Planning: Considerations for High-Net-Worth Parents
As we move into the second half of Summer 2022, it seemed like a good opportunity to go back to our archives for an article on a...
- Jul 1
- 4 min
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate...
- Jun 27
- 2 min
Finding the Silver Lining: Bear Market = Cheaper Roth Conversions
You’ve probably heard the old joke about the optimist who fell out of a tenth-story window. As he fell past an open fifth-story window,...
- Jun 21
- 3 min
Making Lemonade: Tax-Loss Harvesting
In ranching country, experienced livestock raisers know that periods of drought are inevitable. Not only that, but they know that there...
- Jun 19
- 29 min
Grit: The Life and Legacy of Bobby Jean Bernhardt
Born October 1929 I. A Hundred Years When I was young, I made a promise to myself that I’d live beyond a hundred, and I’m not about to...
- Jun 13
- 3 min
Five Tax Tips for Your IRA
Since their establishment in 1974 with the passage of the Employment Retirement Income Security Act (ERISA), individual retirement...
- Jun 7
- 4 min
Inflation Outlook: Is It Time to Buy Gold?
Though the latest readings on inflation were somewhat more encouraging than in previous months, resulting in a stock market rally that...
- Jun 6
- 3 min
Stocks or Real Estate: A Fresh Look
From time to time, we like to go back into our blog archive to look at topics we’ve covered in the past. It may not surprise readers to...
- Jun 1
- 4 min
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even then, it may be...
- May 31
- 2 min
Inspiring Words from Inspiring People
During the Memorial Day holiday, many of us remember loved ones, friends, or acquaintances who have made the ultimate sacrifice, giving...
- May 30
- 3 min
From Gifford to Hickman
Pvt. Jonathan Lee Gifford was the first U.S. soldier killed in Iraq. He was killed just two days into the war on March 23, 2003. Spc....