Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
Read More
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months.
It's a time to celebrate successes, learn from setbacks
Read More
What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
Read More
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
Read More
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
Read More
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
Read More
How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Interest rates are going up, but inflation is going down. Are we going to see a recession? Let’s discuss.
Read More
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
