Blog Posts
Three Important Investment Lessons of 2023
The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).
And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting!
Women and Wealth – A Path to Financial Freedom
We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to accelerate
CDs are at 5%+ – Why Risk Investing in the Market?
“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money
How Much is Your Identity Worth? Potentially Everything
While “everything” is admittedly dramatic, it is intentionally dramatic with the hope of grabbing your attention. After all, we are competing for your time in
Estate Planning Considerations – Getting Your Ducks in a Row
“Even though I have a big presentation to give at work today, it’s my mother’s birthday, and I promised to coach my daughter’s soccer practice
Financial FOMO – Fear of Missing Out – YOU Too?
Does the grass sometimes look greener on the other side? Friends and neighbors just cashed in on the investment of a lifetime?
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making
The ABC’s of Gifting Appreciated Securities
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are
Biblically Responsible Investing – An Objective Look into a Subjective Matter
Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund
When Can I Retire? What Does Life Look Like When I Do?
One of the first questions many people ask us is, “When can I retire?” While we are grateful that people are asking us this question
Cyber Security, Home Security, Personal Security…but SOCIAL Security?
Are YOU Feeling Very Secure?
Somewhat ironic perhaps? “Social Security” conjures up neither feelings of security nor being very social these days. It’s simply not
Tax-Free Anyone? The Many Flavors of “Roth”
One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.
Year-End Tax Strategies – The Clock is Ticking
What’s the #1 service people wish their financial advisor would provide? Tax planning. People like to save money on their taxes – who knew? While